TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals
TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals
You probably think, given this title, you know what this Article is about. The most advanced semiconductors are made by TSMC …
Even if AI could take over every job, humans will invent new work for themselves, because we value human effort and connection, not just output
AI might replace all of the jobs; that's only a problem if you think that humans will care, but if they care, they will create new jobs.
Paramount launches a hostile bid to acquire WBD, offering WBD shareholders $30/share in a $108.4B all-cash deal; sources say WBD rejected the same bid last week
Paramount Skydance is launching a hostile bid to buy Warner Bros. Discovery after it lost out to Netflix in a months-long bidding war …
Netflix changed movie distribution, and its executives now think that licensing shows leaves money on the table; YouTube may help Netflix's WBD antitrust case
Warner Bros. started with distribution. Just after the turn of the century, Harry, Albert, Sam, and Jack Warner bought …
Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads
OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.
Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads
OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshal more resources to improve ChatGPT …
The AI boom is driving coordinated innovation in the US: new fabs and power generation capacity could produce lasting infrastructure even if the bubble bursts
It's funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to write …
DeepSeek's iOS app tops the App Store's Top Free Apps chart in the US, beating ChatGPT, stirring doubts in Silicon Valley about the strength of the US' AI lead
- App's lower-cost model upends premise for AI spending boom — Stocks of chip gear makers ASML and Advantest plunge
How generative AI may bridge current computing paradigms to future innovations, especially in wearables, which will benefit from context-aware user interfaces
Ben Thompson / Stratechery :
Why Meta is well positioned to be AI's main beneficiary in the short, medium, and long term: generative AI, ads, infinite content, XR, “generative UI”, and more
Stratechery has benefited from a Meta cheat code since its inception: wait for investors to panic, the stock to drop …
AI's first wave of successful implementation will probably look more like the first wave of computing, which was led by enterprise installations that cut jobs
I don't want it to write a blog post for me; I want help rephrasing a passage. — I don't want it to produce code for me; I want assistance digging through the web for examples of...
Intel should spin off its foundry business, and the US government should subsidize cutting-edge chipmaking in the US via purchase guarantees for US-made chips
The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government …
A look at the different approaches to AI integration and modularization taken by Google, AWS, Microsoft, Nvidia, Meta, and Databricks, and the implications
Ben Thompson / Stratechery : Threads: @moatiful . X: @peibolsang , @madscapital , @jimmysopko , @rkrishnakumar , @1stleighton , @jonesonthenba , @4jimlee , @megangra , @madscapita...
Microsoft unveils Copilot+ PCs as a new class of AI-capable Windows PCs that have at least 40 TOPs of NPU performance, with several OEMs and chipmakers on board
The aim is to handle more AI processing locally rather than in the cloud. — We've been hearing rumblings for months …
Microsoft's Copilot+ PCs event was compelling, the culmination of years of work, and Windows feels revitalized while its hardware is meaningfully differentiated
Full disclosure: I didn't have any plans to write this Article; I had various reasons to be in the U.S. this week … X: @stratechery . Forums: Hacker News X: @stratechery : Windows ...
An analysis of OpenAI's DevDay keynote: impressive live demos, the shift from plugins to custom GPTs, Microsoft's role in making GPT-4 Turbo cheaper, and more
Google's I/O 2023 suggests that AI is a sustaining innovation for Big Tech; the true fight will be between the major players' centralized models and open source
Google's AI-heavy I/O suggests AI is a sustaining innovation for Big Tech; the true fight will be between major players' centralized models and open source
Some things in tech are shocking, but not surprising — think of a CEO of a struggling company losing their job.