Stratechery

Enterprise Philosophy and The First Wave of AI The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later. https://lnkd.in/gmd-J6iq

Boomer Apple Apple is well and truly a services company; hardware is necessary but insufficient for future growth. https://lnkd.in/gUnYUGzV

Intel Honesty The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees. https://lnkd.in/guq5vhAW

Integration and Android The most important takeaway from Google’s Pixel event is that it is Android that matters most, and Google’s integration with Android is worth preserving if the goal is spurring innovation. https://lnkd.in/geZf4juv

Friendly Google and Enemy Remedies The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies. https://lnkd.in/gHmFAuYw

Crashes and Competition The recent Windows crashes are downstream from trying to encourage competition in areas Microsoft should have never made open to begin with, highlighting the challenge for regulators. https://lnkd.in/gF3PZUDU

The E.U. Goes Too Far Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U. continues down this path they are likely to see fewer new features and no new companies. https://lnkd.in/g5QsNe_Y

Apple Intelligence is Right On Time Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time. https://lnkd.in/gHXRV_kA

AI Integration and Modularization Breaking down the Big Tech AI landscape through the lens of integration and modularization https://lnkd.in/gDYJDmBv

Windows Returns Microsoft held its most compelling Windows’ event in years, because Windows is no longer the center of the company. https://lnkd.in/gF7bgjY5