Stratechery

Ben Thompson
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5 snips
Sep 12, 2022 • 12min

The AI Unbundling

Dive into the fascinating evolution of communication, highlighting how tech shifts influence idea dissemination. Discover the transformative move from curated datasets to boundless data in AI, and what it means for democratization outside big tech's grip. The ethical debate surrounding AI-generated art sparks a discussion on artistic integrity versus convenience, illuminating the impacts on creative professions. Join the conversation as these topics reveal the future landscape of technology and creativity.
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6 snips
Sep 8, 2022 • 11min

The Services iPhone

Discover how Apple has transformed its iPhone strategy into a service-driven model. The discussion highlights pivotal moments like the iPhone 5C launch and dives into pricing changes and product differentiation. Speculations about future shifts in Apple's ecosystem paint a fascinating picture of what's next for the tech giant. Tune in for insights on the evolving narrative around one of the most iconic smartphones in history.
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9 snips
Aug 29, 2022 • 18min

Rights, Laws, and Google

Dive into the ethical complexities of Google's handling of user-uploaded photos, revealing the drastic consequences of an innocent image. Unpack the intricate ties between free speech rights and corporate influence, exploring the role of the First Amendment in modern society. Discover how landmark Supreme Court cases clarify obscenity laws and child protection. Examine a case study on digital privacy, highlighting the implications for tech companies and user rights. Finally, discuss the dangers of majority rule and the impact of corporate power on personal freedoms.
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8 snips
Aug 16, 2022 • 17min

Instagram, TikTok, and the Three Trends

Delve into the evolution of social media, where platforms like Twitter and Facebook present competing models for user engagement. Discover how the shift from newsfeeds to algorithm-driven recommendations is reshaping content distribution, illustrated by Kylie Jenner's influence. Explore Instagram's battle against TikTok, focusing on the need for immersive experiences powered by AI. Finally, contemplate the challenges of nurturing new talent amid a digital backdrop that favors collective creativity over individualism.
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9 snips
Aug 3, 2022 • 17min

Political Chips

Dive into the fascinating world of chip manufacturing as AMD surpasses Intel, highlighting their differing strategies. Discover the implications of Integrated Device Manufacturers versus TSMC's adaptability in meeting customer needs. Explore the debate between CISC and RISC architecture and its impact on mobile computing design. Uncover how advancements in chip production, especially in extreme ultraviolet lithography, are reshaping global competition. Finally, delve into Taiwan's pivotal role in the semiconductor industry amidst complex U.S.-China relations.
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6 snips
Jul 12, 2022 • 13min

Big Ten Blame

The discussion kicks off with Penn State's contentious entry into the Big Ten, highlighting the pushback from established teams. The evolution of television and cable networks takes center stage, revealing how economic forces shape content and advertising strategies. The impact of sports viewership sparks a deep dive into the tactics employed by giants like Disney and Fox, especially in the face of streaming challenges. Finally, the complexities of sports broadcasting rights are unraveled, critiquing major networks' roles in the financial and fan-driven dynamics of college football and the NFL.
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10 snips
Jun 27, 2022 • 20min

Spotify, Netflix, and Aggregation

View Spotify, Netflix, and Aggregation on Stratechery. Subscription Information Member: Socia Bob Email: socialmbob@protonmail.com Manage your account
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11 snips
Jun 21, 2022 • 23min

Data and Definitions

The discussion dives into the controversies surrounding Apple's App Tracking Transparency, highlighting concerns from regulators about competition and potential biases. It contrasts Apple’s privacy-centric advertising approach with industry norms, revealing implications for targeted advertising. The intricacies of data collection in the ad landscape are explored, emphasizing the tension between big platforms and smaller developers. Finally, the conversation scrutinizes Apple's advertising policies, pointing out inconsistencies in their privacy claims and self-preferencing tactics.
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8 snips
May 31, 2022 • 18min

Thin Platforms

Delving into the 1998 DOJ case against Microsoft unveils the battle between Internet Explorer and competitors like Firefox. Microsoft is reimagining its strategy, transitioning to a cloud-centric model that prioritizes user experience. The seamless integration of Teams with Microsoft 365 showcases innovative tools at work. Meanwhile, the podcast tackles the pitfalls of Microsoft’s mobile strategy and discusses the monopolistic tendencies of thin platforms. Lastly, it highlights the evolving landscape of finance in the internet age, with platforms like Stripe leading the charge.
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8 snips
May 23, 2022 • 18min

Warner Bros. Discovery

Dive into the challenges faced by Warner Bros. Discovery's new CEO as they navigate post-merger hurdles and cost-cutting controversies. Discover how innovative AdLite products can boost consumer retention in streaming services. Explore the company's dominance in the television realm and its strategic shift towards better subscription models. Gain insights into their competitive edge in sports and media, while examining the importance of quality content and adaptable distribution strategies in a rapidly changing industry.

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