Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.

Wall Street loved Google’s earnings, and hated Meta’s, even though the latter’s core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all ...

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’s earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights.

Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.

Amazon’s earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights. Subscribe ...

Anthropic CEO Dario Amodei never appeared on the TBPN podcast; now that it has been acquired by OpenAI, he probably never will Welcome back to This Week in Stratechery! As a reminder, each week, every ...

In the beginning was the mainframe. These were hardly computers as we know them today, but rather calculation machines that took in reams of data (via punch cards or magnetic tape) and returned ...

If WWDC’s opening video — which cast Apple executives as characters in the upcoming F1 movie, with Senior Vice President of Software Engineering Craig Federighi in the starring role — was a bit of a ...

Ethan Zuckerman wrote in The Atlantic in 2014: I have come to believe that advertising is the original sin of the web. The fallen state of our Internet is a direct, if unintentional, consequence of ...

First, there is the moment when the news hits the wires: U.S. Sues Apple, Alleges Tech Giant Exploits Illegal Monopoly. This, we know, is the beginning of a long journey: there will be months or years ...

Francis Fukuyama’s The End of History and the Last Man is, particularly relative to its prescience, one of the most misunderstood books of all time. Aris Roussinos explained at UnHerd: Now that ...