Ben Thompson
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The OpenAI Critique, Comparative Advantage and Infrastructure, Aggregation Theory and Cheap AI
Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI.
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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?
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2025.04: OpenAI, Microsoft and The State of AI
The best Stratechery content from the week of January 20, 2025, including Microsoft and OpenAI growing apart, a conversation about the state of AI, and Stratechery welcoming Asianometry to Stratechery Plus.
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Stargate, The End of Microsoft and OpenAI
OpenAI’s Stargate announcement and revised deal with Microsoft mark the end of the relevant portion of their partnership.
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Stratechery Updates, DeepSeek-R1, DeepSeek Implications
DeepSeek, a Chinese company, has a reasoning model similar to o1, except that it is actually open.
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An Interview with Jon Yu About YouTube and Making Semiconductors
An interview with Asianometry founder Jon Yu about starting and running a successful YouTube channel, how semiconductors are made, and the past and future of Intel and TSMC.
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Stratechery Plus + Asianometry
Stratechery Plus adds Asianometry
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2025.03: AI’s Arrival and TikTok’s Departure
The best Stratechery content from the week of January 13, 2025, including how AI may be incorporated into the mainstream economy, the emergence of Xiaohongshu, and reading the tea leaves on Xi Jinping’s latest speech.