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…
Ben Bajarin discussed Apple's artificial intelligence strategy and the broader AI compute industry in a Stratechery interview, focusing on developments from WWDC. The conversation examined how Apple i…
Fable 5, the public version of the Mythos AI model, has been released with significant capabilities but raises concerns over new precedents it sets. The model's deployment highlights ongoing debates a…
Google has purchased compute capacity from SpaceX, while Broadcom's earnings outlook and Apple's political maneuvering around AI are shaping the tech landscape. The deals signal bullish momentum for N…
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…
Microsoft CEO Satya Nadella discussed the company's competitive positioning, its partnership with OpenAI, and AI infrastructure investments in a new interview. Nadella addressed Microsoft's business m…
Nvidia unveiled the RTX Spark superchip, a new PC processor developed with Microsoft, during a keynote at Taiwan's Computex conference on Monday. The chip, which features up to 20 Arm CPU cores and 12…
Eric Seufert discussed building models for generative AI and the significance of Meta's foundational models in a recent interview. He argued that understanding advertising leads to optimism about huma…
Nvidia is restructuring its financial reporting to separate sales to hyperscale cloud providers from sales to other customers, a move that highlights the company’s strategy to combat commoditization i…
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…
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…
The Stratechery newsletter's February 2026 edition analyzes a major shift in AI computing, arguing that "agentic inference" — where AI operates without human involvement — will surpass current answer-…
Ben Thompson discussed the implications of the compute shortage on Aggregation Theory and consumer AI during an interview at the MoffettNathanson Media, Internet & Communications Conference. The conve…
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…
Elon Musk’s SpaceX has partnered with Anthropic and xAI to advance artificial intelligence capabilities, marking a strategic shift for the aerospace company. The deal positions SpaceX to serve other c…
Cerebras Systems plans to raise the size and price of its initial public offering as soon as Monday, with a new price range of $150-$160 per share, up from $115-$125, and an increase in marketed share…