Daily Update
Archive of Daily Emails for Stratechery Members
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The Nvidia AI PC, Project Solara, Microsoft AI
The Nvidia AI PC feels like a relic of another AI era; Microsoft’s vision for devices at Build was much more compelling.
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YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar
YouTubers are ruling the box office, and it shouldn’t be a surprise: succeeding on YouTube is a much higher bar than the gates that currently govern Hollywood.
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Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.
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Google I/O, World Models, I/O Spaghetti
Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google’s business objectives?
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The Deployment Company, Back to the 70s, Apple and Intel
OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that AI’s impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.
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SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
The Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other companies.