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@Stratechery

mentions 5 type Organization feed RSS
17:12
2026-05-22
stratechery.com
ai-infrastructure

2026.21: The Data Center Veto

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…

10:00
2026-05-20
stratechery.com
artificial-intelligence

Google I/O, World Models, I/O Spaghetti

Google I/O 2024 showcased an aggressive push to embed AI across all of Google's products, raising questions about both user experience and strategic coherence. The event highlighted tensions between D…

17:00
2026-05-15
stratechery.com
artificial-intelligence

2026.20: Shifting Alliances in a Changing World

The Stratechery newsletter's February 2026 edition analyzes a major shift in AI computing, arguing that "agentic inference" β€” where AI operates without human involvement β€” will surpass current answer-…

10:00
2026-05-13
stratechery.com
artificial-intelligence

The Deployment Company, Back to the 70s, Apple and Intel

OpenAI is forming a new company to deploy AI, reinforcing the thesis that the technology's impact will require top-down implementation, with other labs expected to follow suit. Separately, Apple has e…

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