#stratechery — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #stratechery, aggregated by home.social.
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Disappointing to read #stratechery tie itself into a knot trying to defend the Pentagon. For some reason, Ben thinks that the Pentagon is allowed to dictate material terms but Anthropic isn’t. Even a free market, realpolitik libertarian can see the rational inconsistency.
I don’t care for either team, but let’s not pretend that the Pentagon suffers from any real democratic oversight. From the in-auditable budgets to the banal secrets - voters are provided almost nothing https://stratechery.com/2026/anthropic-and-alignment/
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lol @ AI generated images of actual people. That doesn't look like Dario at all.
#stratechery -
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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https://stratechery.com/2025/tech-philosophy-and-ai-opportunity/ Tech Philosophy and #AI Opportunity – #Stratechery by Ben Thompson
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A thoughtful #Stratechery analysis by Ben Thompson on "American Disruption" on the “liberation day” tariffs as well as some of the deeper underlying issues the U.S. faces:
https://stratechery.com/2025/american-disruption/?access_token=eyJhbGciOiJSUzI1NiIsImtpZCI6InN0cmF0ZWNoZXJ5LnBhc3Nwb3J0Lm9ubGluZSIsInR5cCI6IkpXVCJ9.eyJhdWQiOiJzdHJhdGVjaGVyeS5wYXNzcG9ydC5vbmxpbmUiLCJhenAiOiJVelpTaFFNVXRwdHZuWlFqVGM2eHBaIiwiZW50Ijp7InVyaSI6WyJodHRwczovL3N0cmF0ZWNoZXJ5LmNvbS8yMDI1L2FtZXJpY2FuLWRpc3J1cHRpb24vIl19LCJleHAiOjE3NDY5NzExMjcsImlhdCI6MTc0NDM3OTEyNywiaXNzIjoiaHR0cHM6Ly9hcHAucGFzc3BvcnQub25saW5lL29hdXRoIiwic2NvcGUiOiJhcnRpY2xlOnJlYWQiLCJzdWIiOiJVelpTaFFNVXRwdHZuWlFqVGM2eHBaQGFwcGxpY2F0aW9ucyIsInVzZSI6ImZlZWQifQ.oAm5ED7DFzakeZ7c06V-hAgW1722qikHnluGTGVYt1sDMGRmiipOVrs5tQVE16VFMVnsB0JRnAjbZe0sU7l0w7n-47SACeFhz4I_1kLbaJqvyC25it4Gj_j4OGhvbatw7KPPv4B-c__Ysx30CZIYzWBwSRGveJG9TTT8KsDlq3ZlAJlXtRo6ZGKYDDTynzDHE5uuDo4_CO480BO81Zos1GwOpny6NP3a15gQ3fYZDF3nlx3b2Spv-AGN4OyxFXsPU4ldmyMBL96EHrqvQTTzwHgum7A0p7RJy_K-ZQbhGfKRy2z40d-OMCF9iWcp5J6ktoIfWyMwEQ38_3X1zfQ_dA -
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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That accident of history ended up more meaningful to me: while I am most well-known for Stratechery, I am equally proud of the paid newsletter model — services like Substack were based on Stratechery [...]
"""I had no idea the link was that explicit. Indeed, the linked interview with Substack founder explicitly says they were inspired by Ben Thompson's Stretchery blog.
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iOS utility feels inversely proportional to the screen size of the device. #stratechery #visionpro #apple #ios #visionos
https://gurupanguji.com/2024/02/06/is-it-the-ui-or-ios-ification-of-it/
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Loved today's #stratechery update on #SVB and the overall Silicon Valley "ecosystem" myth. https://stratechery.com/2023/the-death-of-silicon-valley-bank/
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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 -
really great #stratechery today, putting the lie to the primary overhiring narrative we're seeing around tech layoffs. Drives home how much commentary on this issue is just people repeating messaging they heard from someplace else https://stratechery.com/2023/tech-layoffs-big-techs-hiring-rates-microsofts-vr-layoffs/
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Good run down of gaming, consoles and competition on #stratechery. Good context re: #FTC case against #Microsoft acquisition of #Activision Blizzard. https://stratechery.com/2022/consoles-and-competition/
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#ChatGPT doesn’t have any internal record of right and wrong, but rather a statistical model about what bits of language go together under different contexts.
AI Homework
By Ben Thompson #Stratechery
https://stratechery.com/2022/ai-homework/
(When it gets stuff wrong — which it does quite a lot — it does so with absolute confidence)
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Another person who wrote about this is #Stratechery. This is good reading on the topic - https://stratechery.com/2022/ai-homework/
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I find #stratechery.com so insightful and interesting, that every time I read it again I am surprised I allow myself to miss their posts
