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It happened to be Wednesday night when my daughter, in the midst of preparing for “The Trial of Napoleon” for her European history class, asked for help in her role as Thomas Hobbes, witness for the defense. I put the question to ChatGPT, which had just been announced by OpenAI a few hours earlier: This is a confident answer, complete with supporting evidence and a citation to Hobbes work, and it
From Protocol: Cloudflare is ready to launch a new cloud object storage service that promises to be cheaper than the established alternatives, a step the company believes will catapult it into direct competition with AWS and other cloud providers. The service will be called R2 — “one less than S3,” quipped Cloudflare CEO Matthew Prince in an interview with Protocol ahead of Cloudflare’s announceme
Today Stripe is announcing Stripe Treasury; from the company’s press release: Stripe, the technology company building economic infrastructure for the Internet, today announced that it is launching Stripe Treasury. This gives Stripe’s platform users powerful APIs to embed financial services, enabling their customers to easily send, receive and store funds… Stripe Treasury…enabl[es] platforms like S
Yesterday, 18 years later, OS X finally reached its own end of the road: the next version of macOS is not 10.16, but 11.0. There was no funeral. The OS X Family Tree OS X has one of the most fascinating family trees in technology; to understand its significance requires understanding each of its forebearers. Unix: Unix does refer to a specific operating system that originated in AT&T’s Bell Labs (
Yesterday Google ordered its entire North American staff to work from home as part of an effort to limit the spread of SARS-CoV-2, the virus that leads to COVID-19. It is an appropriate move for any organization that can do so; furthermore, Google, along with the other major tech companies, also plans to pay its army of contractors that normally provide services for those employees. Google’s large
While I am (rightfully) teased about how often I discuss Aggregation Theory, there is a method to my madness, particularly over the last year: more and more attention is being paid to the power wielded by Aggregators like Google and Facebook, but to my mind the language is all wrong. I discussed this at length last year: Tech’s Two Philosophies highlighted how Facebook and Google want to do things
In 1999, music industry revenue in the United States peaked at $14.6 billion (all numbers are from the RIAA). It is important to be precise, though, about what was being sold: $12.8 billion was from the sale of CDs $1.1 billion was from the sale of cassettes $378 million was from the sale of music videos on physical media $222.4 million was from the sale of CD singles In short, the music industry
In the hours after The New York Times broke the story that Instagram co-founders Kevin Systrom and Mike Krieger had resigned from Instagram, the question quickly turned to why; the immediate culprit was everyone’s favorite punching bag, Facebook CEO Mark Zuckerberg: Bloomberg: The founders of Instagram are leaving Facebook Inc. after growing tensions with Chief Executive Officer Mark Zuckerberg ov
Two of the more famous military sayings are “Generals are always preparing to fight the last war”, and “Never interrupt your enemy while he is making a mistake.” I thought of the latter at the conclusion of last Sunday’s 60 Minutes report on Google: Google declined our request for an interview with one of its executives for this story, but in a written response to our questions, the company denied
The story of Windows’ decline is relatively straightforward and a classic case of disruption: The Internet dramatically reduced application lock-in PCs became “good enough”, elongating the upgrade cycle Smartphones first addressed needs the PC couldn’t, then over time started taking over PC functionality directly What is more interesting, though, is the story of Windows’ decline in Redmond, culmin
The last several articles on Stratechery have formed an unintentional series: Airbnb and the Internet Revolution described how Airbnb and the sharing economy have commoditized trust, enabling a new business model based on aggregating resources and managing the customer relationship Netflix and the Conservation of Attractive Profits placed this commodification/aggregation concept into Clay Christen
Back in 2006, when the iPhone was a mere rumor, Palm CEO Ed Colligan was asked if he was worried: “We’ve learned and struggled for a few years here figuring out how to make a decent phone,” he said. “PC guys are not going to just figure this out. They’re not going to just walk in.” What if Steve Jobs’ company did bring an iPod phone to market? Well, it would probably use WiFi technology and could
The concept of an operating system is pretty straightforward: it is a piece of software that manages a computer, making said computer’s hardware resources accessible to software through a consistent set of interfaces. Operating systems have a special allure to technology companies because of the unique properties that come from being at the center of this diagram: First, by abstracting away the ha
Big companies are often criticized for having “missed” the future — from the comfortable perch of a present where said future has come to pass, of course — but while the future is still the future incumbents are first more often than not. Probably the best example is Microsoft: the company didn’t “miss mobile” — Windows Mobile came out in 2000 — but rather was handicapped by its allegiance to its
One of the seminal books on culture is Edgar Schein’s Organizational Culture and Leadership. Schein writes in the introduction: Perhaps the most intriguing aspect of culture as a concept is that it points us to phenomena that are below the surface, that are powerful in their impact but invisible and to a considerable degree unconscious. In that sense, culture is to a group what personality or char
The idea of a “smartphone” that could connect to the Internet and run applications was around long before 2007; Apple, though, was the first to put the entire package together, including the device, user interface, and interaction paradigm, which is why the first iPhone is considered the start date of the mobile revolution. Similarly, the idea of a feed of information developed over many years; bl
It’s Always Darkest Before the Dawn I try to save the most over-used of clichés for special moments, and that’s exactly what this week feels like for Twitter. You may disagree, of course — Wall Street does, having driven the stock down yesterday to just a dollar above its IPO price (and 38% down from its first day close) — but that’s why the cliché works: things may seem dark, but I’m optimistic t
Andrew Sullivan1 is, as undoubtedly you’ve heard, leaving his eponymous blog: I am saturated in digital life and I want to return to the actual world again. I’m a human being before I am a writer; and a writer before I am a blogger, and although it’s been a joy and a privilege to have helped pioneer a genuinely new form of writing, I yearn for other, older forms. I want to read again, slowly, care
Stratechery is on summer break the week of July 1. There will be no Weekly Article or Updates. The next Update will be on Monday, July 8. In addition, the next episode of Dithering will be on Tuesday, July 9 and the next episode of Sharp Tech will be on Thursday, July 11. Sharp China will also return the week of July 8. The full Stratechery posting schedule is here. This Article is available as a
Last week Snapchat reportedly turned down a $3 billion dollar all-cash offer from Facebook. Apparently Facebook was worried about losing the teen demographic, or perhaps they were unnerved by the 350 million photos Snapchat claims to process per day. What seems clear, though, is that Facebook is intent on “owning social.” The only problem with this strategy is that the very idea of owning social i
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