Anthropic – Page 4 – Stratechery by Ben Thompson

DeepSeek FAQ

Monday, January 27, 2025

DeepSeek has completely upended people’s expectations for AI and competition with China. What is it, and why does it matter?

AWS re:Invent, Nova and Model Choice, AI as Commodity

Wednesday, December 4, 2024

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AWS’ re:Invent keynote was predicated on the idea that AI becomes a commodity, not something eternally special.

An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis

Thursday, November 14, 2024

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An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.

Innovation required humility about the future and openness to what might be possible; Biden’s executive order proscribing AI development is the opposite, blocking progress and hindering the solutions to our greatest challenges.

AI and Ambient Computing, Zuckerberg and The Verge, Amazon and Anthropic

Monday, October 2, 2023

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AI will make ambient computing possible, Zuckerberg talks AI with The Verge, and AWS is worried about falling behind.

An Interview with Daniel Gross and Nat Friedman about the AI Hype Cycle

Thursday, August 24, 2023

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An interview with Daniel Gross and Nat Friedman about the AI hype cycle, what products are working, the current state of ChatGPT, the data constraint, and Nvidia.

Electric Cars and Meta Subs

Electric Cars and Meta Subs

The Ferrari Luce

(Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce Backlash

YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar

Nvidia Earnings, The AI Stack, Nvidia’s New Reporting

Electric Cars and Meta Subs

The Ferrari Luce

(Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce Backlash

An Interview with Joanna Stern About Living With AI