Stratechery

Ben Thompson
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11 snips
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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13 snips
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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11 snips
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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16 snips
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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11 snips
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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10 snips
Feb 6, 2023 • 20min

The Four Horsemen of the Tech Recession

Dive into the intriguing dynamics of the tech recession, where juxtaposed job growth battles against significant layoffs. Discover the challenges faced by cloud giants like Amazon as they adapt to a post-pandemic reality. Explore the cyclical patterns in tech hardware and its parallels to wartime strategies. Examine how rising interest rates are reshaping SaaS valuations and investor expectations. Finally, uncover the fallout from Apple's App Tracking Transparency on digital advertising, affecting major players and small businesses alike.
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Jan 27, 2023 • 3min

Stratechery Plus Adds Greatest Of All Talk

The podcast dives into the exciting expansion of a subscription service, introducing a new addition called Greatest of All Talk. The enthusiasm for basketball podcasts shines through, highlighting a collaborative effort to elevate the listener experience. Listeners can expect fresh insights and engaging discussions that promise to bring more depth to their audio experience.
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10 snips
Jan 23, 2023 • 21min

Netflix's New Chapter

Dive into Netflix's fascinating journey from battling Blockbuster to redefining streaming. Explore how they outsmarted fierce competition while navigating challenges like account sharing. Discover insights into the financial landscape of streaming and the importance of compelling content. The podcast highlights key leadership decisions that propelled Netflix's growth and adaptability, underscoring its ambitious vision for the future amidst tough rivals. Tune in for an engaging look at the evolution of this entertainment giant!
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12 snips
Jan 9, 2023 • 25min

AI and the Big Five

Delve into the evolution of AI technologies and how they shape major tech companies. Discover the economic intricacies of open source software and its hidden costs. Explore the enhancements in AI for on-device deployment, focusing on Apple's approach and privacy benefits. Analyze the competitive landscape among giants like Amazon and Google, while considering the disruptive potential of generative AI. Finally, reflect on AI's transformative power across industries, highlighting both challenges for established firms and opportunities for emerging leaders.
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Dec 20, 2022 • 2min

The 2022 Stratechery Year in Review

The podcast delves into the tech landscape of 2022, highlighting the profound changes driven by AI and its ties to semiconductors. It also reflects on significant global events, including the war in Europe and various economic challenges. Listeners gain valuable insights into how these factors shaped the industry over the year, offering a comprehensive overview of the evolving tech landscape.

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