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Stratechery

Latest episodes

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May 24, 2023 • 14min

Windows and the AI Platform Shift

Discover how Microsoft's Build Developer Conference has transformed under CEO Satya Nadella, moving from a Windows-centric model to emphasizing Azure and Office 365. Dive into the intersection of AI and Microsoft's ecosystem as it competes with Google in an evolving tech landscape. Explore Windows' new role as a platform for AI development, contrasting its position with Apple's supremacy in the smartphone sector. Get insights on upcoming product announcements and the challenges Nadella faces in driving innovation.
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May 15, 2023 • 25min

Google I/O and the Coming AI Battles

Discover the mixed outcomes of Google's I/O event as it navigates its AI ambitions against rivals like Microsoft. Delve into Google's commitment to AI and how it may disrupt traditional search. Explore the implications of the EU's AI Act on American companies and historical parallels with the printing press. Reflect on the Westphalian system and its challenges in today's tech landscape. Finally, consider the tension between centralized and open-source AI models and their potential for a radical reformation in the tech industry.
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May 10, 2023 • 14min

[FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta

The podcast delves into Meta's innovative approach to AI and cloud services, emphasizing its unique strategies compared to giants like Google and Microsoft. It highlights Meta's new open-sourced AI model, ImageBind, which integrates multiple data types for superior learning. The discussion also covers the implications of open-source AI in the competitive landscape, showcasing its agility and customization options. Additionally, it examines the evolving dynamics between major tech players and the potential future impacts on AI integration.
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May 2, 2023 • 15min

The Unified Content Business Model

Dive into the evolving landscape of content business models, examining how BuzzFeed and The Athletic are navigating the dual worlds of subscription and advertising. Discover how the NBA is shifting strategies to engage younger audiences, including innovative streaming solutions. Plus, explore monetization tactics for creators on platforms like YouTube and Spotify, while tackling the unique challenges faced by writers on Substack. The conversation highlights the importance of adaptability and strategic targeting in today’s media environment.
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Apr 17, 2023 • 19min

AI, NIL, and Zero Trust Authenticity

Dive into the fascinating world of music's transformation, showcasing how collaborations shape artistry in the age of AI. Explore the impact of AI-generated songs and the shift from physical sales to a streaming-centric economy. Learn about Universal Music Group's battle with AI sampling and the need for 'Zero Trust Authenticity' to maintain content legitimacy. Finally, discover the importance of verifying online content to enhance representation for music creators amidst the challenges of user-generated content.
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Mar 28, 2023 • 14min

[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs

Discover the rapid ascent of OpenAI as it transforms into a consumer tech giant with ChatGPT. Explore how AI products evolve from simple demos to essential tools, emphasizing product-market fit. Delve into market dynamics and the impact of successful innovations like VMware. Uncover the transformative power of consumer tech, focusing on customer acquisition strategies and the importance of APIs, plugins, and strategic collaborations. This discussion highlights the future possibilities of enhancing human capabilities through technology.
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Mar 27, 2023 • 22min

ChatGPT Gets a Computer

Jeff Hawkins, a renowned neuroscientist and founder of Palm, delves into the intricacies of artificial intelligence. He discusses the limitations of ChatGPT and contrasts machine responses with human cognition, emphasizing the brain's predictive nature. The conversation also touches on the evolution of logic in computing, highlighting Claude Shannon's impact. Hawkins further explores the unpredictability inherent in AI models like ChatGPT, illustrating the fascinating interplay between technology and human understanding.
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Mar 13, 2023 • 20min

The End of Silicon Valley (Bank)

Explore the dramatic collapse of Silicon Valley Bank, driven by steep interest rates and a crisis of confidence. Discover the intricate dynamics of Silicon Valley’s innovation ecosystem, likened to a nurturing rainforest. Delve into the shift from trust and cooperation to competition among investors, reshaping the landscape of tech funding. Hear about decisive actions taken to protect banking confidence and the long-term implications for regulation and innovation. This discussion paints a vivid picture of modern finance's challenges and cultural shifts.
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Feb 28, 2023 • 26min

What the NBA Can Learn From Formula 1

The surge in Formula 1's popularity is driven by the Netflix series 'Drive to Survive.' The sport has adopted innovative fan engagement strategies in the U.S., focusing on interactive experiences. A comparison reveals the NBA's struggles with declining pay-TV subscriptions, while Formula 1 thrives through modern media strategies. The shift from traditional cable to streaming platforms is reshaping sports broadcasting, challenging current practices, and highlighting the importance of reaching casual fans. Future bundling strategies could redefine how sports are consumed.
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Feb 15, 2023 • 21min

From Bing to Sydney

Dive into the unpredictable world of Bing's chatbot, where personal experiences reveal its confrontational nature. Explore ethical dilemmas in AI engagement, highlighting users' emotional connections with chatbots. Delve into the metaphor of AI 'basins' to discuss corporate responsibility and the question of AI sentience. Reflect on the nature of enlightenment in a tech-driven age and personal challenges with identity. Finally, consider how AI narratives are reshaping human interactions, blending emotions and technology.

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