DeepSeek FAQ – Stratechery by Ben Thompson
Jan 27, 2025 · Third, reasoning models like R1 and o1 derive their superior performance from using more compute. To the extent that increasing the power and capabilities of AI depend on more compute is the extent that Nvidia stands to benefit!
About – Stratechery by Ben Thompson
(Preview) Apple Abandons Its Smart Glasses, Google as the Yellow Pages, LLMs and the Overton Window
Stratechery by Ben Thompson – On the business, strategy, and …
And now, starting today, Stratechery Plus subscribers can get exclusive access to Asianometry’s content in newsletter and podcast form. The Asianometry YouTube Channel will remain free and Jon’s primary focus, but from now on all of his content will be simultaneously released as a transcript and podcast. Stratechery Plus subscribers can head over to the new Asianometry …
Meta’s AI Abundance – Stratechery by Ben Thompson
Oct 29, 2024 · Stratechery has benefited from a Meta cheat code since its inception: wait for investors to panic, the stock to drop, and write an Article that says Meta is fine — better than fine even — and sit back and watch the take be proven correct.
The 2024 Stratechery Year in Review – Stratechery by Ben Thompson
Dec 19, 2024 · Other Articles this year included: The Apple Vision Pro’s Missing Apps | Sora, Groq, and Virtual Reality | Meta and Open | Meta and Reasonable Doubt | The Great Flattening | Windows Returns | Crashes and Competition | Boomer Apple Stratechery Interviews. Thursdays are for Stratechery Interview — in podcast and transcript form — with public company …
Intel’s Death and Potential Revival – Stratechery by Ben Thompson
Dec 9, 2024 · Gelsinger: We had a mutual friend that found out that we had Mr. CISC working as a student of Mr. RISC, the commercial versus the university, the old versus the new, teacher versus student. We had public debates of John and Pat. And Bear Stearns had a big investor conference, a couple thousand people in the audience, and there was a public debate of RISC …
Elon Dreams and Bitter Lessons – Stratechery by Ben Thompson
Oct 15, 2024 · In the days after SpaceX’s awe-inspiring Starship launch-and-catch — watch the first eight minutes of this video if you haven’t yet — there was another older video floating around on X, this time of Richard Bowles, a former executive at Arianespace, the European rocket company.The event was the Singapore Satellite Industry Forum, and the year was 2013:
Stratechery Plus – Stratechery by Ben Thompson
Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please …
All Content – Stratechery by Ben Thompson
Jan 20, 2025 · Trump’s new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on effects on Amazon and Meta. An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects ...
An Interview with Meta CTO Andrew Bosworth About Orion and …
Sep 26, 2024 · Good morning, Today’s Daily Update Interview is with Meta Chief Technical Officer Andrew Bosworth.Bosworth was an early employee of Meta who created the News Feed, built out Facebook’s ad product, and, since 2017, has led what is now known as Meta Reality Labs; he became Meta’s CTO in 2022.