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  • Regretful Accelerationism

    Tue 10:29am By Ben Thompson
    The Internet removed constraints from the analog world, and AI is finishing the job. That this may be the final blow for the Internet as a source for truth may ultimately be for the best.
  • OpenAI’s Misalignment and Microsoft’s Gain

    Nov 20, 2023, 7:07 am By Ben Thompson
    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 company organized the wrong way.
  • The OpenAI Keynote

    Nov 7, 2023, 9:51 am By Ben Thompson
    OpenAI's developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company.
  • Attenuating Innovation (AI)

    Nov 1, 2023, 9:58 am By Ben Thompson
    Innovation required humility about the future and openness to what might be possible; Biden's executive order proscribing AI development is the opposite, blocking progress and hindering the solutions to our greatest challenges.
  • China Chips and Moore’s Law

    Oct 18, 2023, 11:18 am By Ben Thompson
    Moore's Law is not yet dead, nor is Moore's Precept, even if AI computes differently. Addressing both is the key to succeeding with the China chip ban.
  • AI, Hardware, and Virtual Reality

    Sep 28, 2023, 2:12 pm By Ben Thompson
    Defining virtual reality as being about hardware is to miss the point: virtual reality is AI, and hardware is an (essential) means to an end.
  • FTC Sues Amazon

    Sep 27, 2023, 8:59 am By Ben Thompson
    The FTC is suing Amazon, and some of the complaints are compelling, but ultimately not convincing.
  • Charter-Disney Winners and Losers

    Sep 12, 2023, 8:07 am By Ben Thompson
    Winners and losers from the Disney-Charter stand-off, as The Great Re-bundling begins
  • The Rise and Fall of ESPN’s Leverage

    Sep 5, 2023, 10:42 am By Ben Thompson
    Charting ESPN's rise, including how it build leverage over the cable TV providers, and its ongoing decline, caused by the Internet.
  • Nvidia On the Mountaintop

    Aug 28, 2023, 12:30 pm By Ben Thompson
    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 only GPUs can fulfill.