Meta Myths – Stratechery by Ben Thompson
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
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
When I was in college I took two intro economics courses: macroeconomics and microeconomics. Macro was full of theories like “low unemployment causes inflation” that never quite stood u…| Joel on Software
AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.| Stratechery by Ben Thompson
The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.| Stratechery by Ben Thompson
Today, we are excited to release optimizations to Core ML for Stable Diffusion in macOS 13.1 and iOS 16.2, along with code to get started…| Apple Machine Learning Research
Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.| Stratechery by Ben Thompson
