techmeme.com·publisher·6 items·last fetched —
Ben Thompson / Stratechery: Big Tech's AI boom echoes the 1870s railroad expansion, and Nvidia shifting risk to institutional capital may expose investors if revenues fail to materialize — On January 1, 1870, Jay…
Ben Thompson / Stratechery: Chinese open models like Kimi K3 and Qwen3.8 Max shift the industry's focus back to marginal costs and cost of goods sold, as inference costs scale with revenue — There's a story I…
Ben Thompson / Stratechery: Anthropic's belief in its own commitment to safety gives Anthropic the license to aggressively favor its business and even challenge the US government — I'm sympathetic to the cynics…
Ben Thompson / Stratechery: Q&A with Satya Nadella on Microsoft's competitive position, MAI models, OpenAI, the software business, GitHub Copilot, Project Solara, data centers, and more — An interview with…
Ben Thompson / Stratechery: Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute — What does the most…
Ben Thompson / Stratechery: Agentic inference is set to be different than today's inference, and will change compute infrastructure because speed won't matter when humans aren't involved — Subscribe to get access — If…