1
Who's afraid of Chinese models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
Ben Thompson
On the business, strategy, and impact of technology.
- Popular posts
- 180
- Total points
- 43,593
- HN comments
- 32,136
- Rank
- #6 personal
Visit stratechery.com → On Hacker News May 2013 – Oct 2026
Tech Industry & Business 180Society, Policy & Culture 48AI & Machine Learning 21Hardware & Electronics 17Career & Management 7Security & Privacy 4
2
AI Homework
The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.
3
OpenAI's misalignment and Microsoft's gain
The end of a dramatic weekend in tech is that OpenAI has split and Microsoft is partnered with one and has hired the other; this is the ultimate failure case of what should have been a for-profit c…
4
Nvidia's Risky Business
Nvidia is finding new ways for its customers to raise money, and it’s expanding the risk of the AI buildout significantly.
5
OpenAI models coming to Amazon Bedrock: Interview with OpenAI and AWS CEOs
An interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus my thoughts on OpenAI and Microsoft’s new deal.
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Nvidia’s Integration Dreams
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
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From Bing to Sydney
More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
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Google, Nvidia, and OpenAI
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
9
Nvidia in the Valley
Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.
10
Anthropic's Safety Superpower
Anthropic’s belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.
11
Google I/O and the Coming AI Battles
Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.
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An Interview with Nvidia CEO Jensen Huang About AI’s iPhone Moment
An interview with Nvidia CEO Jensen Huang about the impact of ChatGPT, Nvidia’s new cloud service, and how Nvidia is adapting to new geopolitical and competitive realities.
13
The AI Unbundling
AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.
14
Gemini and Google's Culture
The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business model but rather company culture; change is needed from the top down.
15
Google's True Moonshot
Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.
16
The Arrival of AI
What is artificial intelligence? Is it really any different than technology? In my estimation machine learning is truly something new, and the effects on society will be significant.
17
DALL-E, the Metaverse, and Zero Marginal Content
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.
18
Google and Ambient Computing
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
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It's OpenAI's world, we're just living in it
The best Stratechery content from the week of October 6, 2025, including OpenAI’s Windows strategy, Sam Altman and boundless ambition, and the future of creation.
20
The OpenAI Keynote
OpenAI’s developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company.
21
Nvidia on the Mountaintop
Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that…