Some things in tech are shocking, but not surprising — think of a CEO of a…
Tag: Stratechery
Political Chips
Last Friday AMD surpassed Intel in market capitalization: This was the second time in history this…
Spotify, Netflix, and Aggregation
When Spotify filed for its direct listing in 2018, it was popular to compare the streaming…
Thin Platforms
The Department of Justice’s 1998 complaint against Microsoft accused the company of, amongst other things, tying…
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
It took a few moments to realize what was striking about the opening video for Nvidia’s…
The Intel Split
Intel’s earnings are not until next Wednesday, but whatever it is that CEO Pat Gelsinger plans…
The Amazon Empire Strikes Back
It seems like a Christmas miracle. From CNBC: For years, Amazon has been quietly chartering private…
Twitter Has a New CEO; What About a New Business Model?
From CNBC: Twitter CEO Jack Dorsey is stepping down as chief of the social media company,…
Sequoia Productive Capital
Two weeks ago, in The Death and Birth of Technological Revolutions,1 I puzzled about exactly where…
The Death and Birth of Technological Revolutions
What was especially remarkable about Carlota Perez’s Technological Revolutions and Financial Capital was its timing: 2002…