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Tag: technology-strategy

Notebook entries tagged technology-strategy.

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Wednesday, October 8, 2025

AI power stack

stratechery.com

OpenAI is deliberately stacking powers: funding and coordinating the physical layer, converting that into a trusted, best-answer experience, and binding it together with identity, memory, and apps—run by a product machine.

Wednesday, August 6, 2025

Winning Multiple Paradigm Shifts

stratechery.com

“…the company successfully navigated one paradigm shift, and is doing much better than I originally expected with this one. Larry Page and Sergey Brin famously weren’t particularly interested in business or in running a company; they just wanted to do cool things with computers in a college-like environment like they had at Stanford. That the company, nearly thirty years later, is still doing cool things with computers in a college-like environment may be maddening to analysts like me who want clarity and efficiency; it also may be the key to not just surviving but winning across multiple paradigms.”