The most crucial challenge of the AI race is coming into view. We need to get in the running. Continue reading: America Cannot Lose the Robotics Race...
“language models will get cheaper by 10x” will not save ai subscriptions from the short squeeze Continue reading: tokens are getting more expensive...
Alphabet and Meta compete in online advertising, but Meta needs more data center infrastructure as it pursues artificial intelligence growth. Continue reading: Google scores six-year Meta cloud deal w...
An Alternative to Transformers for Language Modeling Continue reading: A Visual Guide to Mamba and State Space Models...
To reflect democratic principles, AI must be built in the open. If the U.S. wants to lead the AI race, it must lead the open-source AI race. Continue reading: Why open-source AI became an American nat...
An AI story with Yann LeCun — a journey through neural networks, deep learning, and open-source foundation models, as well as one of sailing, building flying machines, and Parisian brasseries. (Sottot...
What started as fear of AI replacing developers is switching to pragmatically embracing the ambitious reality of AI and viewing it as a growth opportunity. As we build the tools of tomorrow, we can us...
The best Stratechery content from the week of August 4, 2025 including what Nokia can teach us about the AI era, what the NFL wants from ESPN, and how Visa conquered debit cards. Continue reading: 202...
As Rusty Foster, author of the widely read media blog Today in Tabs, puts it: “Our economy might just be three AI data centers in a trench coat.” Continue reading: Spending on AI data centers is so ma...
Google and Perplexity are offering free access to their AI-powered search in India, a key testing ground and source of training data for AI models. Continue reading: Google vs. Perplexity fight plays ...
