Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.| Stratechery by Ben Thompson
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.| Stratechery by Ben Thompson
ChatGPT creator in early discussions to create the ‘iPhone of artificial intelligence’| www.ft.com
Apple Vision is incredibly compelling, first as a product, and second as far as potential use cases. What it says about society, though, is a bit more pessimistic.| Stratechery by Ben Thompson