All Content
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Vacation: Week of July 27
Stratechery is on vacation the week of July 27. There will be no Weekly Article or Updates. The next Update will be on Monday, August 3. Sharp Tech, and Greatest of All Talk will also return the week of August 3. Sharp China and Asianometry will continue to publish, and there will be one episode of Dithering next week. The full…
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OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.
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Netflix Earnings, Is Netflix Washed?, Additional Notes
Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.
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Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
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IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.
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The OpenAI Super App, ChatGPT = Codex, Whither Chat
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?
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Apple Sues OpenAI, Apple’s Real Problem
Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out.
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XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
Microsoft’s Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.