Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google’s business objectives?

It’s hardly the biggest problem in the world — or perhaps the height of privilege to consider it a problem at all — but one of the most annoying consumer experiences is booking an Uber Black and ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack. Subscribe to Stratechery Plus ...

There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off. Subscribe to Stratechery Plus for full access. With Stratechery Plus you ...

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.

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.

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.

Nvidia and the Future of Inference. ChatGPT arrived in November 2023, Nvidia became one of the most valuable companies on earth shortly thereafter, and practically every day since, analysts have been ...