Welcome to This Week in Stratechery! Every Friday, we provide insights into the latest tech analyses, featuring highlighted links that are free for all. In this week’s edition, we explore the impactful launch of Google’s Gemini 3, noted for its technological advancements, though it may not completely overshadow Nvidia or OpenAI. Our analysis delves into the winners and losers within the AI ecosystem following this release.
Additionally, Andrew Sharp ranks the most “takeable” tech companies, drawing attention to the ongoing fascination with OpenAI. The geopolitical landscape is also a focus, with China’s severe backlash toward Japan’s new Prime Minister Sanae Takaichi discussed in this week’s Sharp China episode. Check out articles covering ChatGPT’s new group chats, the implications of robotaxis in suburban areas, and an interview with Eric Seufert on AI advertising strategies.
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