And now, starting today, Stratechery Plus subscribers can get exclusive access to Asianometry’s content in newsletter and podcast form. The Asianometry YouTube Channel will remain free and Jon’s primary focus, but from now on all of his content will be simultaneously released as a transcript and podcast. Stratechery Plus subscribers can head over to the new Asianometry Passport site to ...

Gelsinger: We had a mutual friend that found out that we had Mr. CISC working as a student of Mr. RISC, the commercial versus the university, the old versus the new, teacher versus student. We had public debates of John and Pat. And Bear Stearns had a big investor conference, a couple thousand people in the audience, and there was a public debate of RISC versus CISC at the time, of John versus ...

Jan 31, 2025 · An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents. Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple ...

Deadline Winners and Losers: The Lakers and Their PPP Loan, Golden State’s Bet on Jimmy, Kuz Kontrol, and More

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Dec 19, 2024 · Other Articles this year included: The Apple Vision Pro’s Missing Apps | Sora, Groq, and Virtual Reality | Meta and Open | Meta and Reasonable Doubt | The Great Flattening | Windows Returns | Crashes and Competition | Boomer Apple Stratechery Interviews. Thursdays are for Stratechery Interview — in podcast and transcript form — with public company executives, founders and private company ...

Dec 12, 2024 · Stratechery is on holiday from December 23, 2024 to January 6, 2025; the next Stratechery Update will be on Tuesday, January 7. In addition, the next episode of Sharp Tech will be on Monday, January 6, the next episode of Dithering will be on Tuesday, January 7.

Dec 21, 2023 · The most popular and most important posts on Stratechery in 2023.

Sep 3, 2024 · SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars

Dec 2, 2024 · Deadline Winners and Losers: The Lakers and Their PPP Loan, Golden State’s Bet on Jimmy, Kuz Kontrol, and More