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
And How to Win it Back| www.notboring.co
Generative AI has been the biggest technology story of 2023. Almost everybody’s played with ChatGPT, Stable Diffusion, GitHub Copilot, or Midjourney. A few have even tried out Bard or Claude, or run LLaMA1 on their laptop. And everyone has opinions about how these language models and art generation programs are going to change the nature of work, usher in the singularity, or perhaps even doom the human race. In enterprises, we’ve seen everything from wholesale adoption to policies that se...| O’Reilly Media
Altman, Augustus, and Preparing for Tech's Coming Battles| www.notboring.co
The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate failure case of what should have been a for-profit c…| Stratechery by Ben Thompson