Welcome again to This Week in Stratechery!
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On that be aware, right here have been a number of of our favorites this week.
- A Human-Agent Epiphany. One of many issues that’s so thrilling about AI isn’t simply that it makes for a captivating matter to jot down and discuss: it’s additionally a expertise that truly impacts my day-to-day life. The entire consumer-facing AI apps, nonetheless, assume that one individual is utilizing AI, whereas lots of the enterprise use instances are about changing staff utterly. What was genuinely thrilling to me was discovering a use-case within the center: AI as collaboration instrument. That’s precisely what I found whereas attending to Stratechery’s administrative aspect, and wrote about it in Tuesday’s Each day Replace (and talked about it on Thursday’s Sharp Tech). — Ben Thompson
- The Hazard of Selecting to Compete on the Web. The tip of Wednesday’s Each day Replace is ostensibly concerning the sports activities streaming panorama, however it additionally probes at a theme that companies have been studying again and again for the previous decade. Leaving the analog world and all the benefits it afforded incumbents — brick and mortar retail, movie show distribution, cable bundles — means these companies abruptly discover themselves in a perpetual competitors for patrons in a panorama full of latest rivals and devoid of any of the friction that after buttressed their dominance. In different phrases, leagues just like the NBA need the viewers that streaming platforms can ship, however they might have the identical, humbling expertise that Nike’s had in e-commerce, or that HBO’s had in its competitors with Netflix.— AS
- Et Tu, EU? The state of the US commerce coverage has been altering by the hour this week, however Thursday’s Sharp China shifted its focus to Europe, the place reviews point out that EU leaders are open to working with the US authorities to develop China tariffs of their very own. We talked concerning the challenges inherent to devising any such insurance policies amongst 27 member international locations with different pursuits (and different relationships with China), in addition to core challenges within the EU-China relationship which have prevented the EU from deepening its commerce alliances with the PRC. Get caught up on all of it right here, the place we additionally coated the legacy of China’s “Made in China 2025” coverage and Xi Jinping’s method to political rivals. — AS
Stratechery Articles and Updates
Dithering with Ben Thompson and Daring Fireball’s John Gruber
Asianometry with Jon Yu
Sharp China with Andrew Sharp and Sinocism’s Invoice Bishop
Best of All Speak with Andrew Sharp and WaPo’s Ben Golliver
Sharp Tech with Andrew Sharp and Ben Thompson
This week’s Stratechery video is on The Agentic Net and Unique Sin.
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