AI Promise and Chip Precariousness The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action. https://lnkd.in/eKZAUMzc
关于我们
Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. Weekly Articles are free, while three Daily Updates a week are for subscribers only. Recommended by The New York Times as “one of the most interesting sources of analysis on any subject”, Stratechery has subscribers from over 85 different countries, including executives in both technology and industries impacted by technology, venture capitalists and investors, and thousands of other people interested in understanding how and why the Internet is changing everything.
- 网站
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https://stratechery.com
Stratechery的外部链接
- 所属行业
- 图书期刊出版业
- 规模
- 1 人
- 总部
- Taipei，Taipei
- 类型
- 自有
- 创立
- 2013
- 领域
- Technology、Strategy、Mobile、Cloud、Consumer和Enterprise
地点
动态
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Deep Research and Knowledge Value Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable. https://lnkd.in/gnbV_Avw
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DeepSeek FAQ DeepSeek has completely upended people’s expectations for AI and competition with China. What is it, and why does it matter? https://lnkd.in/g3qwWrZu
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AI’s Uneven Arrival o1/o3 points the way to AGI, which is AI that can complete tasks; it may take longer for most companies to adopt them than you might think — just look at digital advertising. https://lnkd.in/gD7ZB-z9
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The 2024 Stratechery Year in Review The most popular and most important posts on Stratechery in 2024. https://lnkd.in/ggVNnESr
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Intel’s Death and Potential Revival Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable. https://lnkd.in/gZ_eiCTr
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The Gen AI Bridge to the Future Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones. https://lnkd.in/gb2WckaT
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A Chance to Build Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something new. https://lnkd.in/gE2GEk6M
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Meta’s AI Abundance Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world. https://lnkd.in/gYBwNgiV
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Elon Dreams and Bitter Lessons SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars https://lnkd.in/gT2_bTFs