Social
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An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
An Interview with Eric Seufert about building models for generative AI, why Meta’s foundational models are so important, and why understanding advertising leads to optimism about humanity’s future.
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An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter).
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Data Center Discontent, Understanding the Opposition, Fixing the Problem
There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off.
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ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models
ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms.
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Resiliency and Scale
Decreasing transportation and communications costs increases resiliency in theory, but destroys it in practice. The only way to have resiliency is through less efficiency.
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Sora, AI Bicycles, and Meta Disruption
Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.
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Sora the App, Sonnet 4.5 and the Question of Models as Processors
OpenAI has its own AI video app with Sora, powered by Sora 2; I’m not sure how compelling it will be in the long run. Then, Cognition’s experience with a new Anthropic model suggests that incorporating new models requires a lot more work than a new processor.
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Meta Vibes, Good Vibes, Vibes Vision
The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.
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YouTube Restores Suspended Accounts, Free Speech and Cultural Mores, Platform Power
YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in re-establishing the cultural importance of free expression.
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The YouTube Tip of the Google Spear
I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.