Daily Update
Archive of Daily Emails for Stratechery Members
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Nvidia Earnings; Power, Scarcity, and Marginal Costs; OpenAI Hand-wringing
Nvidia earnings are the wrong place to look for evidence of an AI bubble; the company’s margins should be safe if power is the limiting factor.
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Gemini 3, Winners and Losers, Integration and the Enterprise
Gemini 3 is out, and looks to be state of the art. What does that mean for everyone else in the AI space, and what markets might Google win?
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An Interview with Unity CEO Matthew Bromberg About Turnarounds
An interview with Unity CEO Matthew Bromberg about a career focused on turnarounds, from EA’s KOTR to Zynga and now to Unity.
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Microsoft Earnings, CoreAI/MantleAI, Additional Notes
Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is tiny now.
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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 partner with Apple to deliver truly differentiated experiences.
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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; the long-term implications are significant.
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An Interview with Michael Morton About AI E-Commerce
An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — and a big opportunity for Walmart and Shopify.