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  2. stratechery.com

    Jan 13, 2025The promise of AI generally, and inference-time scaling models in particular, is that they can be ammunition; in this context, the costs — even marginal ones — will in the long run be immaterial compared to the costs of people, particularly once you factor in non-salary costs like coordination and motivation. The Uneven AI Arrival
  3. In a wide-ranging discussion, Ben Thompson and Andrew Sharp analyze AI's potential economic disruption, the nuanced national security implications of the TikTok ban, and the unique dynamics of US-China technological and cultural interactions.
  4. stratechery.com

    Jan 14, 2025The Biden administration has a raft of new regulations aimed at limiting AI exports; the motivation makes sense, but the precedent and second-order effects are worrisome. ... Google I/O and the Coming AI Battles Date Monday, May 15, 2023; ← AI's Uneven Arrival. TikTok Ban Approaches, ...
  5. nodebe4.github.io

    Jan 13, 2025AI's Uneven Arrival —— Box's route to its IPO, ten years ago this month, was a difficult one: the company first released an S-1 in March 2014, and potential investors were aghast at the company's mounting losses; the company took a down round and, eight months later, released an updated S-1 that created the template for money-losing SaaS businesses to explain themselves going forward:

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