Narratives – Stratechery by Ben Thompson

Two pieces of news dominated the tech industry last week: Elon Musk and Twitter, and Sam Bankman-Fried and FTX. Both showed how narratives can lead people astray. Another piece of news, though, flew under the radar: yet another development in AI, which is a reminder that the only narratives that last are rooted in product. […]

Stratechery Plus Adds Sharp China with Sinocism’s Bill Bishop – Stratechery by Ben Thompson

In September I announced Sharp Tech and Stratechery Plus: I am very pleased to announce the latest addition to the Stratechery Plus bundle: Sharp China with Sinocism’s Bill Bishop: Sharp China with Sinocism’s Bill Bishop is a collaboration between Stratechery and Sinocism. Sharp China is, like Sharp Tech, hosted by Andrew Sharp;1 just as Sharp […]

Bootiful Halloween deals on BLUETTI portable solar generators

This Halloween, trick-or-treaters can fill their bags with more than free candy. BLUETTI, a portable power station leader, decides to give them a “Boo” before they become power-starved or their houses are haunted by blackouts. From up to a $700 discount and a $299 freebie, BLUETTI offers a slew of special deals for power generators, […]

Microsoft Full Circle – Stratechery by Ben Thompson

In last week’s interview with Stratechery, Microsoft CEO Satya Nadella explained why the company was open to partnering with Meta for VR: The way I come at it, Ben, is that I like to separate out, “What is the system, what are the apps”? Of course, we want to bring the two things together where […]

The Keanu Reeves-backed ARCH 1s motorcycle is here

If you don’t know that Keanu Reeves is a huge motorcycle nut, well, now you do. The John Wick actor is well known for riding around Los Angeles on some of his favorite motorcycles. Keanu Reeves is also one of the nicest celebrities you could meet; it seems that way from many online reports. A […]

Nvidia In the Valley – Stratechery by Ben Thompson

Nvidia investors have been in the valley before: This chart, though, is not from the last two years, but rather from the beginning of 2017 to the beginning of 2019; here is 2017 to today: Three big things happened to Nvidia’s business over the last three years that drove the price to unprecedented heights: The […]