~stratechery | Bookmarks (10)
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OpenAI’s Misalignment and Microsoft’s Gain
The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is...
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The OpenAI Keynote
OpenAI's developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential...
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Attenuating Innovation (AI)
Innovation required humility about the future and openness to what might be possible; Biden's executive order...
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China Chips and Moore’s Law
Moore's Law is not yet dead, nor is Moore's Precept, even if AI computes differently. Addressing...
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AI, Hardware, and Virtual Reality
Defining virtual reality as being about hardware is to miss the point: virtual reality is AI,...
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Charter-Disney Winners and Losers
Winners and losers from the Disney-Charter stand-off, as The Great Re-bundling begins
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The Rise and Fall of ESPN’s Leverage
Charting ESPN's rise, including how it build leverage over the cable TV providers, and its ongoing...
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Nvidia On the Mountaintop
Nvidia has gone from the valley to the mountain-top in less than a year, thanks to...
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Disney’s Taylor Swift Era
Not even Taylor Swift can fight the devaluation of recorded music, but she makes it up...