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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Tag: Stratechery by Ben Thompson
Apple's iPad Event, The Peaceful iPad, Disney Earnings – Stratechery by Ben Thompson
Apple's iPad event shows the company has accepted a modest vision for the iPad, and […]
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Apple Earnings, Wearables and Vision Pro, AI Leverage – Stratechery by Ben Thompson
Apple's earnings highlighted the company's product maturity; will AI drive an upgrade cycle? Plus, why […]
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Apple Earnings, Wearables and Vision Pro, AI Leverage – Stratechery by Ben Thompson
Apple's earnings highlighted the company's product maturity; will AI drive an upgrade cycle? Plus, why […]
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Apple and Antitrust for Aggregators, DMA Investigations and Apple's Risk
Then, the E.U. is investigating all of American tech under the DMA; the chances of […]
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Apple and the Monopoly Question, iPhone Market Share, Apple's Durability
More on the Apple antitrust case, and the pertinent question of whether or not the […]
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United States v. Apple – Stratechery by Ben Thompson
In the case of iTunes, Apple was able to create the most seamless music acquisition […]
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Apple Releases AI Research Paper, Apple + Gemini? – Stratechery by Ben Thompson
Apple releases a new paper about AI, while there are rumors the company might partner […]
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Apple Fined by European Commission, Apple's Spotify Press Release, Apple Revokes …
Apple's response to their European Commission fine and their (re)suspension of Epic's developer account suggest […]
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Xbox's Announcement; Microsoft's Messy Middle; Apple in Europe, Continued
The specifics of Microsoft's Xbox announcements don't portend big changes, and economic factors explain why. […]
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Vision Pro on an Airplane, The Apple TV+ Services Story, Apple Earnings Notes
Vision Pro is a revelation on an airplane, how demoes show the importance of Apple […]
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The Apple Vision Pro – Stratechery by Ben Thompson
That Rio served me well all through college; Apple shipped the first iPod my senior […]
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Apple and the DMC, Apple and ?Or?, A Reluctant Apple Apologist – Stratechery by Ben Thompson
Apple has unveiled its response to the E.U. Given the company's insistence on monetizing its […]
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The Apple Vision Pro's Missing Apps – Stratechery by Ben Thompson
Apple touts Vision Pro as a new canvas for productivity and a new way to […]
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The Supreme Court Declines to Hear Apple-Epic, Apple's (Predictable) Response
Apple's response, though, shows that nothing will change (and no one should be surprised). Subscribe […]
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The Supreme Court Declines to Hear Apple-Epic, Apple's (Predictable) Response
Apple's response, though, shows that nothing will change (and no one should be surprised). Subscribe […]
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Apple Watch Import Ban, Apple v Masimo, Apple's Response – Stratechery by Ben Thompson
Apple Watches are facing an import ban; the relevant court cases seem reasonable on all […]
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Google Loses Antitrust Case to Epic; The Differences Between Apple and Google, Revisited
Epic won its antitrust case against Google, which shouldn't be a surprise to Stratechery readers: […]
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Google Gemini; Performance, Infrastructure, and Integration; Apple MLX
Google's Gemini launched with a demo that misrepresented its capabilities, which seems like a bizarre […]
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Google's Apple Payments; Apple Services: Narrative vs. Reality; Google's Motivation
This isn't just a function of Apple's leverage, but also Google's strategic foresight. Subscribe to […]
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