Tech business and strategy

Big Tech, markets, earnings, deals and strategy. 41 issues on file; most from Azeem Azhar, Alex Kantrowitz, Ben Thompson.

41 of 41 posts

Date	Issue	Topic	When
Sep 24	[AINews] Meta Connect 2026: Muse glasses, voice, video, and Charm Latent Space · Sep 24 · Tech business and strategy	Tech business and strategy	today
Sep 23	More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google? Stratechery · Sep 23 · Tech business and strategy	Tech business and strategy	yesterday
Sep 22	Amazon blocked Meta’s Muse from shopping The Neuron · Sep 22 · Tech business and strategy	Tech business and strategy	2d ago
Sep 22	Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator Stratechery · Sep 22 · Tech business and strategy	Tech business and strategy	2d ago
Sep 21	Frontier Overhangs Stratechery · Sep 21 · Tech business and strategy	Tech business and strategy	3d ago
Sep 19	To err is human! Exponential View · Sep 19 · Tech business and strategy	Tech business and strategy	5d ago
Sep 18	What was Hard Fork? Platformer · Sep 18 · Tech business and strategy	Tech business and strategy	6d ago
Sep 18	2026.38: Doomforce Stratechery · Sep 18 · Tech business and strategy	Tech business and strategy	6d ago
Sep 17	I do not want your brains to rot Exponential View · Sep 17 · Tech business and strategy	Tech business and strategy	7d ago
Sep 13	Look up, the curve turned #601 Exponential View · Sep 13 · Tech business and strategy	Tech business and strategy	11d ago
Sep 11	2026.37: Duo Threats Stratechery · Sep 11 · Tech business and strategy	Tech business and strategy	13d ago
Sep 6	The Innovative HP Computer Behind a Hedge Fund Pioneer The Chip Letter · Sep 6 · Tech business and strategy	Tech business and strategy	3w ago
Sep 6	Astra outruns visibility EV#600 Exponential View · Sep 6 · Tech business and strategy	Tech business and strategy	3w ago
Sep 4	Google gets away with it Platformer · Sep 4 · Tech business and strategy	Tech business and strategy	3w ago
Sep 3	Robot startups are trying everything they can think of to get more data Understanding AI · Sep 3 · Tech business and strategy	Tech business and strategy	3w ago
Sep 1	Tim Cook's farewell , FTC sues Amazon , OpenClaw 2.0 TLDR · Sep 1 · Tech business and strategy	Tech business and strategy	3w ago
Sep 1	Data to start your week Exponential View · Sep 1 · Tech business and strategy	Tech business and strategy	3w ago
Aug 30	Unbounded self-improvement and its limits #599 Exponential View · Aug 30 · Tech business and strategy	Tech business and strategy	4w ago
Aug 27	Meta settles with the states over child safety failures Platformer · Aug 27 · Tech business and strategy	Tech business and strategy	4w ago
Aug 24	Data to start your week Exponential View · Aug 24 · Tech business and strategy	Tech business and strategy	4w ago
Aug 22	The problem with petards Exponential View · Aug 22 · Tech business and strategy	Tech business and strategy	5w ago
Aug 17	Data to start your week Exponential View · Aug 17 · Tech business and strategy	Tech business and strategy	5w ago
Aug 15	The market misread Google’s AI exodus Exponential View · Aug 15 · Tech business and strategy	Tech business and strategy	6w ago
Aug 14	Meta’s Play for Coding Data, Google Robotics Multi-Embodiment, MiniMax’s Open Video Model (With an Asterisk) The Batch · Aug 14 · Tech business and strategy	Tech business and strategy	6w ago
Aug 14	Town's CEO on the self-organizing company Platformer · Aug 14 · Tech business and strategy	Tech business and strategy	6w ago
Aug 14	The Pulse: Meta’s self-inflicted resignation-wave The Pragmatic Engineer · Aug 14 · Tech business and strategy	Tech business and strategy	6w ago
Aug 11	Superintelligence is a dragon Platformer · Aug 11 · Tech business and strategy	Tech business and strategy	6w ago
Aug 7	SpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker SemiAnalysis · Aug 7 · Tech business and strategy	Tech business and strategy	7w ago
Aug 6	Netflix Simplifies Storage , Meta Doubles Training Efficiency , Metrics Defined Once TLDR Data · Aug 6 · Tech business and strategy	Tech business and strategy	7w ago
Aug 4	Our advertising principles Understanding AI · Aug 4 · Tech business and strategy	Tech business and strategy	7w ago
Jul 31	When Artificial Intelligence Is Too Valuable To Sell Big Technology · Jul 31 · Tech business and strategy	Tech business and strategy	8w ago
Jul 30	Data lessons from inside Meta (Shridhar Iyer) The Analytics Engineering Roundup · Jul 30 · Tech business and strategy	Tech business and strategy	8w ago
Jul 9	Meta’s Path To AI Relevance, According To Meta CTO Andrew Bosworth Big Technology · Jul 9 · Tech business and strategy	Tech business and strategy	3mo ago
Jul 6	Automation Makes The World Cup Worse. But We Can’t Help Ourselves, Can We? Big Technology · Jul 6 · Tech business and strategy	Tech business and strategy	3mo ago
Jun 15	Elon Musk Sold Investors The Future. Now SpaceX Has To Build It Big Technology · Jun 15 · Tech business and strategy	Tech business and strategy	3mo ago
Jun 12	What will startups do in 2030? benn.substack · Jun 12 · Tech business and strategy	Tech business and strategy	3mo ago
Jun 12	SpaceX’s Valuation Is Crazy. Maybe That's A Feature? Big Technology · Jun 12 · Tech business and strategy	Tech business and strategy	3mo ago
Jun 1	The Token Reckoning is Here and It’s Not What You Think Big Technology · Jun 1 · Tech business and strategy	Tech business and strategy	4mo ago
May 19	Nvidia should buyback stock Fabricated Knowledge · May 19 · Tech business and strategy	Tech business and strategy	4mo ago
Nov 24, 2025	Market Volatility: Some Thoughts Fabricated Knowledge · Nov 24, 2025 · Tech business and strategy	Tech business and strategy	10mo ago

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