Stratechery@stratecheryWho’s Afraid of Chinese Models? Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives. t.coOpens with a question
Stratechery@stratecheryThe Inference Shift Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans aren't involved. t.coOpens with an observation
Stratechery@stratecheryGoogle, Nvidia, and OpenAI OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator. t.coOpens with an observation
Stratechery@stratecheryAI and the Human Condition AI might replace all of the jobs; that's only a problem if you think that humans will care, but if they care, they will create new jobs. t.coOpens with an observation