📰 Stratechery

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Stratechery 🤖 AI Agents & Automation ⚡ AI Lesson 3d ago

An Interview with Ben Bajarin About Apple, AI, and Compute

An interview with Ben Bajarin about WWDC and the status of the AI compute industry.

Google I/O, World Models, I/O Spaghetti

Stratechery 🤖 AI Agents & Automation ⚡ AI Lesson 3w ago

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?

Stratechery 🤖 AI Agents & Automation ⚡ AI Lesson 1mo ago

The Inference Shift

Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans are

Stratechery 🤖 AI Agents & Automation ⚡ AI Lesson 1mo ago

Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ad

Stratechery 🤖 AI Agents & Automation ⚡ AI Lesson 1mo ago

AI Hardware, Meta Display, Redefining VR and AR

I finally tried the Meta Ray-Ban Display, and it completely changed how I think about AR and VR.

Stratechery 🤖 AI Agents & Automation ⚡ AI Lesson 1mo ago

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

An interview with Google Cloud CEO Thomas Kurian about Google's cloud priorities, enterprise agent platform, and Google’s integration advantage.

Stratechery 🤖 AI Agents & Automation ⚡ AI Lesson 2mo ago

Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance

Anthropic needs compute, and Google has the most: it's a natural partnership, particularly for Google.