With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...
OpenAI’s Stargate announcement and revised deal with Microsoft mark the end of the relevant portion of their partnership. DeepSeek, a Chinese company, has a reasoning model similar to o1, except that ...
Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI. Subscribe to ...
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