Articles from stratechery.com
8 kept
- An Interview with Figma CEO Dylan Field About Design and AI – Stratechery by Ben Thompson
Figma CEO Dylan Field argues that AI is a tailwind for the company, countering market narratives, and discusses Figma's collaborative design platform and future with AI.
- Anthropic’s Safety Superpower – Stratechery by Ben Thompson
Anthropic's genuine belief in safety licenses it to prioritize business interests and challenge the U.S. government.
- The iPhone’s Last Stand – Stratechery by Ben Thompson
Apple's revamped Siri is good enough for consumers who mainly use iPhones to waste time, securing the iPhone's centrality, while Microsoft pushes thin-client agents for enterprise.
- An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies – Stratechery by Ben Thompson
Satya Nadella argues Microsoft's AI advantage lies in providing a platform for enterprises to build their own hill-climbing machines, not in owning a frontier model.
- The Google Capital Company – Stratechery by Ben Thompson
Google raises $80B in equity, including $10B from Berkshire Hathaway, to fund AI capex, signaling demand vastly exceeds expectations and capital is becoming a commodity.
- The SpaceX IPO and Data Centers in Space – Stratechery by Ben Thompson
SpaceX's $2T IPO lacks financial justification, but data centers in space for agentic AI inference could make the valuation plausible.
- Amazon’s Durability – Stratechery by Ben Thompson
Amazon's decade-long investments in infrastructure, custom silicon, and physical-world operations position it to dominate the inference era of AI.
- Robotaxis and Suburbia – Stratechery by Ben Thompson
Robotaxis and same-hour delivery will shrink the convenience gap between suburbs and cities, potentially ending the urbanist revival and challenging Uber's long-term model.