Jan 27, 2025 · Third, reasoning models like R1 and o1 derive their superior performance from using more compute. To the extent that increasing the power and capabilities of AI depend on more compute is the extent that Nvidia stands to benefit!

Deadline Winners and Losers: The Lakers and Their PPP Loan, Golden State’s Bet on Jimmy, Kuz Kontrol, and More

Oct 29, 2024 · Stratechery has benefited from a Meta cheat code since its inception: wait for investors to panic, the stock to drop, and write an Article that says Meta is fine — better than fine even — and sit back and watch the take be proven correct.

And now, starting today, Stratechery Plus subscribers can get exclusive access to Asianometry’s content in newsletter and podcast form. The Asianometry YouTube Channel will remain free and Jon’s primary focus, but from now on all of his content will be simultaneously released as a transcript and podcast. Stratechery Plus subscribers can head over to the new Asianometry Passport site to ...

Dec 19, 2024 · Other Articles this year included: The Apple Vision Pro’s Missing Apps | Sora, Groq, and Virtual Reality | Meta and Open | Meta and Reasonable Doubt | The Great Flattening | Windows Returns | Crashes and Competition | Boomer Apple Stratechery Interviews. Thursdays are for Stratechery Interview — in podcast and transcript form — with public company executives, founders and private company ...

Oct 15, 2024 · In the days after SpaceX’s awe-inspiring Starship launch-and-catch — watch the first eight minutes of this video if you haven’t yet — there was another older video floating around on X, this time of Richard Bowles, a former executive at Arianespace, the European rocket company.The event was the Singapore Satellite Industry Forum, and the year was 2013:

An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents. Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple ...

Sep 24, 2024 · That right there is a man riding a bike. Microsoft Copilot. Microsoft is meanwhile — to the extent you count their increasingly fraught partnership with OpenAI — in the lead technically as well. Their initial product focus for AI, however, is decidedly on the side of being a tool to, as their latest motto states, “empower every person and every organization on the planet to …

Jan 21, 2025 · An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents.

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