Who's Afraid of Chinese Models? – Stratechery by Ben Thompson
Specifically, running inference on a model — whether that model be Kimi or Fable — costs money, and the amount of money an AI provider spends on ...
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Covers: China & GeopoliticsRetail & E-commerceManufacturing & RoboticsOpen-Source AIAI Safety & Existential RiskGovernance & Risk ManagementRegulation & PolicyCybersecurity
An Interview with Asana Founder Dustin Moskovitz about AI , SaaS, and Safety - Stratechery
... AI | AI Modesty | AI GTM | Focusing on AI Safety ... But you also have things like prompt injection out there, there's a lot of novel security risks ...
The OpenAI Hype Cycle, Microsoft's Game Pass Failure , Verizon's Satellites - Stratechery
OpenAI's DevDay evolution mirrors the hype cycle; Microsoft's Game Pass price raise is an admission of failure ; and Verizon decides it doesn't ...
China AI Chips, A China Chip Control Framework, Whither HBM - Stratechery
President's Trump plan for the U.S. to get paid by Nvidia and AMD for China exports is dubious, but overall policy is headed in the right ...
China & GeopoliticsGovernance & Risk ManagementRegulation & Policy
Checking In on AI and the Big Five - Stratechery
If incorporating ChatGPT-like results into Bing risks the business model for the opportunity to gain massive market share, that is a bet well worth ...
An Interview with SAP CEO Christian Klein About Enterprise AI - Stratechery
When we think about AI, there's a rule inside SAP that we don't develop a new AI use case anywhere in our portfolio if there are not ten customers ...
Meta and Its Many AI Plans – Stratechery by Ben Thompson
... risks facing China. In short: The trade war puts tremendous stress on China's economy today, and as excess manufacturing output is diverted to ...