Nvidia has agreed to invest in OpenAI's data center project, marking another strategic partnership for the chipmaker. Separately, Anthropic's revenue growth continues to impress, and Google has acquir…
Anthropic's decision to embed invisible watermarks in text generated by its Claude models starting August 2 has sparked debate among users and experts. Supporters argue the marks enhance transparency,…
In a new piece for The Colossus Review, investor and author Ben Thompson argues that generative AI will not make investors rich, comparing it to shipping containerization rather than the information a…
Tech analyst Ben Thompson dismissed AI watermarking as 'clearly absurd,' arguing that requiring AI companies to mark content as AI-generated misattributes authorship and burdens users. Thompson critic…
Nvidia announced a new funding mechanism to tap long-duration capital for AI compute, potentially expanding the blast radius of a bubble in service of its threatened margins, according to Ben Thompson…
Anthropic is adding watermarking to its AI models in response to the European Union's AI law, a move that Ben Thompson of Stratechery criticizes as a terrible idea primarily for philosophical reasons.…
Google's earnings confirmed the Anthropic hedge, while Amazon CEO Andy Jassy explained why their capital expenditures were justifiable, according to Ben Thompson on Stratechery.…
Ben Thompson argues that the biggest danger to U.S. AI leadership is U.S. policy around cybersecurity, not Chinese models like Kimi K3, in a Stratechery article and Sharp Tech episode. He explains tha…
Ben Thompson argues that alarm over Chinese AI models like Kimi K3 is economically overblown because tokens are a commodity, while frontier labs sell scarce intelligence. He recommends loosening restr…
Ben Thompson of Stratechery argues that China's AI strategy is to commoditize complements, leveraging its lead in robotics and physical-world dominance through widely available AI models, while weaken…
US frontier labs are wrong to dismiss Chinese open source models like Kimi K3, argues Larry Salibra, rebutting Ben Thompson's claim that American labs have lower unit costs and sticky user relationshi…
The U.S. should pass a law making data collection for training models fair use and barring terms of service that forbid distillation, argues Ben Thompson on Stratechery. He also suggests Alibaba's rel…
The Trump administration is reviving efforts to impose de facto bans on foreign open-source AI models, triggered by last week's launches of Moonshot AI's Kimi K3 and Alibaba's Qwen 3.8, according to a…
IBM's stock suffered its worst single-day drop in 115 years after the company reported faltering mainframe sales and software revenue, with management blaming AI spending but analyst Ben Thompson argu…
Meta CEO Mark Zuckerberg, in a fictional earnings call script written by Stratechery's Ben Thompson, defends the company's massive AI spending by recounting Facebook's history and his own product intu…
Ben Thompson shares his experience with 'vibe coding' an app for organizing his garage, highlighting the fun and potential of AI technology. Apple's Siri AI will not launch in Europe due to the Digita…
The Trump administration imposed export controls on Anthropic's Fable model, limiting access to U.S. citizens and forcing Anthropic to make the model unavailable. Ben Thompson argues that the incident…
Anthropic released Fable 5, the public version of its Mythos AI model, on Tuesday with visible guardrails on cybersecurity and biology topics and a silent restriction on LLM creation capabilities that…
Google's market capitalization has pulled ahead of Microsoft's three years after appearing hapless against ChatGPT, while the search giant's decision to issue equity to Berkshire Hathaway signals a fu…
Local opposition to data center construction is giving ordinary people a veto power over AI expansion that they lacked during the globalization era, according to Stratechery analyst Ben Thompson. Thom…