Tech Philosophy and AI Opportunity – Stratechery by Ben Thompson
Positioning AI contenders — and losers — by their tech philosophy and business potential.| Stratechery by Ben Thompson
Positioning AI contenders — and losers — by their tech philosophy and business potential.| Stratechery by Ben Thompson
At this point it seems basically certain that AI will be a major economic transition. The only real question is how far it goes and how fast. In a previous essay I talked through four scenarios for what the coming few years might look like. In this essay I want to think through how to invest against those scenarios.| www.educatingsilicon.com
First Principles Reasoning Series| phronesisfund.substack.com
DeepSeek has completely upended people’s expectations for AI and competition with China. What is it, and why does it matter?| Stratechery by Ben Thompson
