Talking through Google’s big win in court this week, including the confounding opinion from Judge Amit Mehta, a strategy that paid off for Google, anti-monopolists and the Chrome crusade, and the hidden cost of Apple’s Google money. From there: Mail on ChatGPT’s follow-up questions, a KPop Demon Hunters digression, what really killed Hollywood’s creativity, Microsoft’s future in the AI era, Adobe and Salesforce vs. disruption concerns, trailing edge chips, ASML, and Nvidia comes to DC.
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@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
Google Remedy Decision, Reasonable Remedies, The Google Patronage Network — Stratechery Update
Friendly Google and Enemy Remedies — Stratechery
New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership — Stratechery Update
GPT-5: It Just Does Stuff — One Useful Thing
Tech Philosophy and AI Opportunity — Stratechery
Paradigm Shifts and the Winner’s Curse — Stratechery
Innoveracy: Misunderstanding Innovation — Asymco
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