Windows and the AI Platform Shift

Microsoft argued there is an AI platform shift, and the fact that Windows is interesting again — and that Apple is facing AI-related questions for its newest products — is evidence that is correct.

Google I/O and the Coming AI Battles

Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.

The Unified Content Business Model

Every content company is or should be moving to a model that incorporates both subscriptions and ads; creator platforms should help their publishers do the same.

AI, NIL, and Zero Trust Authenticity

AI-generated content is not going to harm those with the capability of breaking through: it will make them stronger, aided by Zero Trust Authenticity

ChatGPT Gets a Computer

It’s possible that large language models are more like the human brain than we thought, given that it is about prediction; that is why ChatGPT needs its own computer in the form of plug-ins.

The End of Silicon Valley (Bank)

Silicon Valley Bank bears responsibility for its demise, but it symbolizes a Silicon Valley reality that is very different from the myth — and the ultimate cause is tech itself.

What the NBA Can Learn From Formula 1

Formula 1 has done an impressive job earning fans; the NBA should study it, because the pay TV bundle is slowly disintegrating

From Bing to Sydney

More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.

The Four Horsemen of the Tech Recession

Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency

Stratechery Plus Adds Greatest Of All Talk

Announcing the newest addition to the Stratechery Plus bundle: Greatest of All Talk, a podcast about basektball, life, and national parks.