The market hates Fox’s acquisition of Roku, but the company is trading extraction from rights holders for leverage as a ...

An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles.

The administration is very likely wrong about Fable, but that is ultimately Anthropic’s responsibility. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery ...

The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models. Subscribe to Stratechery Plus for full ...

I’m sympathetic to the cynics who consistently characterize Anthropic’s public statements, particularly those surrounding their model releases, as scare-mongering for the sake of marketing. It was ...

The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models.

An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles.

An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles.

(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving ...

An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles. An Interview with ...

That image is from Robert Gordon’s book The Rise and Fall of American Growth; one of the more startling facts surrounding this graph is that between 1910 and 1930 the average household purchased 3.1 ...

This is how I opened January 2023’s AI and the Big Five: The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable ...