The Great Flattening
Stratchery
by Ben Thompson
1w ago
Apple did what needed to be done to get that unfortunate iPad ad out of the news; you know, the one that somehow found the crushing of musical instruments and bottles of paint to be inspirational: Apple's iPad Ad The ad was released as a part of the company’s iPad event, and was originally scheduled to run on TV; Tor Myhren, Apple’s vice-president of marketing communications, told AdAge: Creativity is in our DNA at Apple, and it’s incredibly important to us to design products that empower creatives all over the world…Our goal is to always celebrate the myriad of ways users express themselv ..read more
Visit website
Meta and Reasonable Doubt
Stratchery
by Ben Thompson
3w ago
Stop me if you heard this one before. From Bloomberg: Mark Zuckerberg is asking investors for patience again. Instead, they’re alarmed. After Meta Platforms Inc. revealed that it will spend billions of dollars more than expected this year — fueled by investments in artificial intelligence — the company’s chief executive officer did his best to soothe Wall Street. But the spending forecast, coupled with slower sales growth than anticipated, sent the shares tumbling as much as 16% in New York on Thursday morning, the biggest drop since October 2022. 18 months ago I created a meme for exactly t ..read more
Visit website
Meta and Open
Stratchery
by Ben Thompson
1M ago
Apple released the Vision Pro on February 2; 12 days later Meta CEO Mark Zuckerberg delivered his verdict: View this post on Instagram A post shared by Mark Zuckerberg (@zuck) Alright guys, so I finally tried Apple’s Vision Pro. And you know, I have to say that before this, I expected that Quest would be the better value for most people since it’s really good and it’s like seven times less expensive. But after using it I don’t just think that Quest is the better value — I think the Quest is the better product, period. You can watch the video for Zuckerberg’s full — and certainly biased ..read more
Visit website
MKBHDs For Everything
Stratchery
by Ben Thompson
1M ago
Anniversaries are strange: no one but those involved have any reason to even know they exist, which makes them easy to skip; for example, last year I mostly ignored the 10 year anniversary of starting Stratechery because I was more eager to write about ChatGPT Getting a Computer. That leaves today, April 16, as my last chance to mark a tin anniversary: ten years ago Stratechery added a subscription option, making this my full-time job. It was, for the record, a miserable day: I had a convoluted plan to offer different site experiences for subscribers and non-subscribers: the former would recei ..read more
Visit website
Gemini 1.5 and Google’s Nature
Stratchery
by Ben Thompson
1M ago
It was impossible to miss the leading message at yesterday’s Google Cloud Next keynote: Google has the best infrastructure for AI. This was CEO Sundar Pichai in his video greeting: I want to highlight just a few reasons Google Cloud is showing so much progress. One is our deep investments in AI. We’ve known for a while that AI would transform every industry and company, including our own. That’s why we’ve been building AI infrastructure for over a decade, including TPUs, now in their 5th generation. These advancements have helped customer train and serve cutting-edge language models. These i ..read more
Visit website
United States v. Apple
Stratchery
by Ben Thompson
2M ago
First, there is the moment when the news hits the wires: U.S. Sues Apple, Alleges Tech Giant Exploits Illegal Monopoly. This, we know, is the beginning of a long journey: there will be months or years of filings and discovery and preliminary rulings; eventually we will have a trial, and months after that a decision. Then there are the appeals, first with three judges, then perhaps en banc, and maybe even the Supreme Court. At some point, should the government win, there will be a hearing about remedies, themselves subject to the same grinding schedule. Only then can a proper determination be m ..read more
Visit website
Nvidia Waves and Moats
Stratchery
by Ben Thompson
2M ago
From the Wall Street Journal: The Nvidia frenzy over artificial intelligence has come to this: Chief Executive Jensen Huang unveiled his company’s latest chips on Monday in a sports arena at an event one analyst dubbed the “AI Woodstock.” Customers, partners and fans of the chip company descended on the SAP Center, the home of the National Hockey League’s San Jose Sharks, for Huang’s keynote speech at an annual Nvidia conference that, this year, has a seating capacity of about 11,000. Professional wrestling’s WWE Monday Night RAW event took place there in February. Justin Timberlake is schedu ..read more
Visit website
Gemini and Google’s Culture
Stratchery
by Ben Thompson
3M ago
Last Wednesday, when the questions about Gemini’s political viewpoint were still limited to its image creation capabilities, I accused the company of being timid: Stepping back, I don’t, as a rule, want to wade into politics, and definitely not into culture war issues. At some point, though, you just have to state plainly that this is ridiculous. Google specifically, and tech companies broadly, have long been sensitive to accusations of bias; that has extended to image generation, and I can understand the sentiment in terms of depicting theoretical scenarios. At the same time, many of these i ..read more
Visit website
Sora, Groq, and Virtual Reality
Stratchery
by Ben Thompson
3M ago
Matthew Ball wrote a fun essay earlier this month entitled On Spatial Computing, Metaverse, the Terms Left Behind and Ideas Renewed, tracing the various terms that have been used to describe, well, that’s what the essay is about: virtual reality, augmented reality, mixed reality, Metaverse, are words that have been floating around for decades now, both in science fiction and in products, to describe what Apple is calling spatial computing. Personally, I agree with Ball that “Metaverse” is the best of the lot, particularly given Ball’s succinct description of the concept in his conclusion: I l ..read more
Visit website
The Apple Vision Pro
Stratchery
by Ben Thompson
3M ago
No wireless. Less space than a nomad. Lame. — CmdrTaco, Slashdot My one small comfort in the cold Wisconsin winters, walking up and down Bascom Hill in the snow at the University of Wisconsin-Madison, was listening to music on my Diamond Rio. That Rio served me well all through college; Apple shipped the first iPod my senior year, but it was Mac only, and besides, my Rio was good enough. Sure, I could only fit 20 songs or so (of course I bought the proprietary expansion memory card), but if I wanted more I could just sync with my computer. I certainly wasn’t going to pay $2,000 or whatever it ..read more
Visit website

Follow Stratchery on FeedSpot

Continue with Google
Continue with Apple
OR