@benthompson / appears on stratechery, stratechery, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, stratechery, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, stratechery, tbpn, tbpn, tbpn, tbpn
the whole Xbox saga is filled with regrets, I think, first and foremost for Microsoft, but also for me, because I from the beginning is like, they need to kill this program or they need to spin it out or get rid of it.
charging way too little for this game. They're charging what, $80?... No, they should be charging like $200.
None of that happened. All they did was cannibalize their existing business.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
UPS faces a new full-stack logistics rival in Amazon, which is consolidating freight and last-mile delivery into a package it sells to outside businesses.
I feel Rockstar, I think, is charging way too little for this game. They're charging what, $80?
if you need to find something personal, or work across apps, Siri will be the only one who can pull it off
Google is the hyperscaler that is poised to make the most profit in a commoditized compute future.
Microsoft's core business is software, which is to say that the company faces massive pressure to invest in their own AI capabilities, even at the cost of de-prioritizing cloud customers. That's exactly what happened at Microsoft earlier this year , when the company missed Azure growth projections because they devoted more compute to their internal workloads.
Both the shift to inference and the shift in the nature of inference have been positives for AWS' approach.
Amazon.com Inc. unveiled a suite of logistics services that will let businesses buy its existing freight and distribution offerings as a package, sending shares of rival delivery companies such as FedEx Corp. and United Parcel Service Inc. lower.
Amazon.com Inc. unveiled a suite of logistics services that will let businesses buy its existing freight and distribution offerings as a package, sending shares of rival delivery companies such as FedEx Corp. and United Parcel Service Inc. lower.
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