Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.
Salesforce is abandoning UI as a moat, which is a very smart move because it’s disappearing for everyone.
With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.
Dario Amodei wants to pace the frontier; it’s an unrealistic proposal that seems mostly geared to political control of AI.
Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.
Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.
Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.
Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat. Pacing the frontier may be sincere, but it would also be ...
Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.
ChatGPT ads are working, and solve Amazon’s biggest problem with chatbots. Then, Walmart finally gives in to Apple Pay, because fighting the status quo is hard. With Stratechery Plus you get access to ...
Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat. Pacing the frontier may be sincere, but it would also be ...
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