#stratechery — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #stratechery, aggregated by home.social.
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Google, Nvidia, and OpenAI – Stratechery by Ben Thompson
https://stratechery.com/2025/google-nvidia-and-openai/
#HackerNews #Google #Nvidia #OpenAI #Stratechery #BenThompson
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Just look at the U.S. labs: ...The route of least resistance has simply been to pay Nvidia. DeepSeek, however, just demonstrated that another route is available: heavy optimization can produce remarkable results on weaker hardware and with lower memory bandwidth; simply paying #Nvidia more isn’t the only way to make better models.
@stratechery #Stratechery #AI #Training #China #DeepSeek #Restraints #MotherOfInvention
https://stratechery.com/2025/deepseek-faq/ -
Stratechery on Microsoft technology decisions in relation to Crowdstrike:
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3rd-party developers could do anything, including “patching the kernel” [..]
Two of the companies seizing this opportunity in the 2000s were Symantec and McAfee;
"""I find particularly interesting the way failure modes differ, fail closed vs fail open.
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The Great Flattening by Ben Thompson.
Ben makes the case that the Internet and various Apple products, aren't reductive, but rather empowering and positive. Decentralisation is at the core.
I believe this wasn't just Jobs-era marketing but a reality, one I and my family grew up benefiting from. GarageBand!
But, does Apple still believe that today? It seems with every release, my devices can do less with things I own, music, files, etc
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#BenThompson
#Stratechery
#TheNextBigThing
#SVBMy take away from this article by Ben Thompson is that
1) There is no Next Big Thing in technology
2) This has changed the way Silicon Valley denizens view their economy from an inevitably expanding ecosystem to a Zero Sum Game.https://stratechery.com/2023/the-death-of-silicon-valley-bank/
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The four horsemen are not doing so well!
#BenThompson
#Stratechery
https://bit.ly/3Yp0Wj5