AI on the Ballot
Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?
https://t.co/m3xKESGLiF
@clausiusiv@firstadopter I don’t think we’re necessarily in disagreement. Kurian is certainly the driver of what is happening, fbofw
https://t.co/XL7vCrje7k
United CEO Scott Kirby joins @benthompson and me to break down the airline business: justifying big capex, how they do route planning, what other CEOs screw up, the Starlink decision, why everyone misunderstands the credit card economics, and lots more.
I always intended Stratechery to have a sponsorship component; it just took me 12 years to get back to it. That I could do so with the company that made the subscription business possible makes me so happy. There is nothing better than endorsing a product you whole-heartedly believe in.
Ben has for many years been the best analyst in tech. I’m very much looking forward to this new @stratechery + @stripe partnership.
https://t.co/iFdKSV8NQ7
Presented by Stripe
Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content.
https://t.co/W9KKnKWDyG
Do You Trust Apple?
Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem.
https://t.co/6gZY6vW901