SpaceX Buys More Spectrum, SpaceX's Pivot, Why Apple and SpaceX Should Partner
SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should […]
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Tag: Stratechery by Ben Thompson
Apple Earnings, Siri White-Labels Gemini, Short-Term Gains and Long-Term Risk
Apple is already benefitting from AI via the App Store. Meanwhile, Siri will white-label Gemini; […]
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Apple Earnings; AI, Capex, and R&D; The Vision Pro Gets a Killer App
Apple's earnings reflect the company's device-centric approach to AI; then, the widescreen Mac display is […]
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More on Orion, Where Vision Pro Went Wrong, Apple's Response and Meta's Motivation
Breaking down the Orion demo, how it exposed the problems with the Vision Pro, and […]
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An Interview with Craig Moffett About Apple and Telecoms – Stratechery by Ben Thompson
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple's outlook […]
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Apple's E.U. Fine, Apple's Next Case? – Stratechery by Ben Thompson
Apple's fine to the E.U. is really being paid by the U.S. Treasury; there may […]
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Boomer Apple – Stratechery by Ben Thompson
My argument then was that Apple was increasingly ? and rightly ? behaving like an […]
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NBC Measurement, Apple and Patreon, Substack Next? – Stratechery by Ben Thompson
A note on NBC's changing ratings. Then, Apple is demanding its pound of flesh from […]
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Apple Earnings, Meta Earnings – Stratechery by Ben Thompson
Apple's earnings are the final victory for the Services Narrative; then, Meta's AI outlook emphasized […]
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Tech CEOs on Trump, X and the E.U., Apple Settles with E.U. Over NFC
Tech CEO's role in the culture; then, the E.U. goes too far with X, and […]
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Apple and the OpenAI Board, Microsoft and the OpenAI Board – Stratechery by Ben Thompson
Both Apple and Microsoft are leaving their board observer positions with OpenAI; Apple should have […]
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Why Apple Deserves Special Scrutiny, Paramount Merges with Skydance
Apple deserves special scrutiny from regulators, and Paramount demonstrates Hollywood's commitment to irrationality.View full source
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European Commission Charges Apple, Apple Delays New Features for E.U. ? Stratechery …
Apple is being charged by the E.U. for violations of the DMA; it's no surprise, […]
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The Apple-OpenAI ?Deal?, Japan and the App Store, Apple's AI Developer Risk
More on Apple AI, including details about its "deal" with OpenAI, new App Store regulation […]
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An Interview with Daniel Gross and Nat Friedman About Apple and AI
An interview with Danial Gross and Nat Friedman about Apple's impressive WWDC keynote, whether or […]
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How Apple Intelligence Works, Apple's AI Bear Case, The Talk Show Live
Understanding how Apple Intelligence works explains Apple's advantageous position; then, how Apple might still fall […]
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WWDC, Apple Intelligence, Apple Aggregates AI – Stratechery by Ben Thompson
Apple's WWDC keynote was extremely impressive: Apple Intelligence is something only Apple could build, and […]
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Apple Intelligence is Right On Time – Stratechery by Ben Thompson
In the meantime, AI makes high-performance hardware more relevant, not less; Gurman notes that ?Apple […]
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Apple Intelligence is Right On Time – Stratechery by Ben Thompson
In the meantime, AI makes high-performance hardware more relevant, not less; Gurman notes that ?Apple […]
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OpenAI's Spring Event, GPT-4o, OpenAI and Apple – Stratechery by Ben Thompson
Then, news of an OpenAI partnership with Apple raise questions about the strategic priorities of […]
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