Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.

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Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat. Pacing the frontier may be sincere, but it would also be ...

Salesforce is abandoning UI as a moat, which is a very smart move because it’s disappearing for everyone.

Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.

ChatGPT ads are working, and solve Amazon’s biggest problem with chatbots. Then, Walmart finally gives in to Apple Pay, because fighting the status quo is hard. With Stratechery Plus you get access to ...

Dario Amodei wants to pace the frontier; it’s an unrealistic proposal that seems mostly geared to political control of AI.

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OpenAI solving one of the most famous math problems is extremely impressive, and of little impact to most people’s lives; ...

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.

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.