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Meta and Open
Meta is making lots of noise about being open, in everything from AI to the metaverse....
MKBHDs for Everything
Anniversaries are strange: no one but those involved have any reason to even know they exist,...
Interview with Google Cloud CEO Thomas Kurian on Google's Enterprise AI Strategy
Good morning, This week’s Stratechery Interview is with Google Cloud CEO Thomas Kurian. Kurian joined Google...
Gemini 1.5 and Google’s Nature
Google Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale...
United States vs. Apple
First, there is the moment when the news hits the wires: U.S. Sues Apple, Alleges Tech...
Nvidia Waves and Moats
From the Wall Street Journal: The Nvidia frenzy over artificial intelligence has come to this: Chief...
Aggregator’s AI Risk
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business...
Gemini and Google's Culture
Last Wednesday, when the questions about Gemini’s political viewpoint were still limited to its image creation...
Sora, Groq, and Virtual Reality
OpenAI's new video model and a new chip for Groq are important developments in not just...
The New York Times’ AI Opportunity
The New York Times is suing OpenAI, but it is the New York Times that stands...