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Articles from stratechery.com
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Q&A with Mark Zuckerberg on LlamaCon, Llama API, Meta's AI opportunity, social networking 2.0, Ray-Bans, Apple, the Meta AI app, tariffs, Reality Labs, and more
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stratechery.com
)
1 day ago
AI
Apple
Zuckerberg
Q&A with Dan Kim and Hassan Khan, former officials at the CHIPS Program Office, on subsidizing supply versus coercing demand, the program's future, and more
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stratechery.com
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11 days ago
Q&A with Snowflake CEO Sridhar Ramaswamy on working at Bell Labs and Google, building Neeva, Snowflake's business model and its approach to AI, and more
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stratechery.com
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2025-3-28
Google
AI
Q&A with Sam Altman on the path to OpenAI, its origin story, building a consumer tech company, ads, competition, hallucinations, regulation, and the AI outlook
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stratechery.com
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2025-3-20
AI
The US chip situation is precarious and requires bold moves like ending the China chip ban and building more trailing edge fabs in the US
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stratechery.com
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2025-2-26
China
Ban
Q&A with Uber CEO Dara Khosrowshahi about his move from Expedia to Uber, getting out of the self-driving market, Uber becoming an aggregator, and more
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stratechery.com
)
2025-2-16
Uber
An in-depth look at DeepSeek: DeepSeekMoE and DeepSeekMLA, cheap V3 training, the US chip ban, “distillation” from other models, Nvidia impact, AGI, and more
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stratechery.com
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2025-1-28
Ban
Nvidia
How generative AI may bridge current computing paradigms to future innovations, especially in wearables, which will benefit from context-aware user interfaces
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stratechery.com
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2024-12-3
AI
Why Meta is well positioned to be AI's main beneficiary in the short, medium, and long term: generative AI, ads, infinite content, XR, “generative UI”, and more
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stratechery.com
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2024-10-30
AI
An interview with Salesforce CEO Marc Benioff on his background and the founding of Salesforce, his vision for AI, Agentforce, data and disruption, and more
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stratechery.com
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2024-10-27
Interview
AI
Salesforce
Q&A with Meta CTO Andrew Bosworth on Orion, Reality Labs, building News Feed, competing with Apple, developers, the AR and VR bifurcation, Ray-Ban, and more
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stratechery.com
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2024-9-26
VR
Apple
Ban
AR
AI's first wave of successful implementation will probably look more like the first wave of computing, which was led by enterprise installations that cut jobs
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stratechery.com
)
2024-9-25
AI
Intel should spin off its foundry business, and the US government should subsidize cutting-edge chipmaking in the US via purchase guarantees for US-made chips
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stratechery.com
)
2024-9-4
Intel
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