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Reading List More from Stratechery by Ben Thompson
Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.
Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.
A script for what Mark Zuckerberg should say on Meta's next earnings call.
Anthropic is in a standoff with the Department of War; while the company's concerns are legitimate, it position is intolerable and misaligned with reality.
More in startups
It has been an insanely busy 2 weeks - and in the time it took me to have time to write this, Instinct went from raising a $250M Series B at a $2.5B valuation to reportedly raising $1B at $10B.
It’s very tempting to imagine that AI turns everyone into a tool-builder - now everyone can just ask the model to make the software they need, and apps as we know them are dead. I think that misunderstands how most people think and where software actually comes from, and more importantly, it isn’t a path to change how companies actually work.
