~stratechery | Bookmarks (10)

The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate failure case of what should have been a for-profit company organized the wrong way.

OpenAI's developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company.

Innovation required humility about the future and openness to what might be possible; Biden's executive order proscribing AI development is the opposite, blocking progress and hindering the solutions to our greatest challenges.

Moore's Law is not yet dead, nor is Moore's Precept, even if AI computes differently. Addressing both is the key to succeeding with the China chip ban.

Defining virtual reality as being about hardware is to miss the point: virtual reality is AI, and hardware is an (essential) means to an end.

Charting ESPN's rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.

Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that only GPUs can fulfill.

Not even Taylor Swift can fight the devaluation of recorded music, but she makes it up in physical experiences; Disney isn't much different, but it looks much worse given the company's old business model.