Trillions of Dollars of Venture Capital Addressable Value| www.notboring.co
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity| Stratechery by Ben Thompson
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
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.| Stratechery by Ben Thompson
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI| Stratechery by Ben Thompson
Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?| Stratechery by Ben Thompson
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