
AI Promise and Chip Precariousness
Stratechery
00:00
Intro
This chapter examines the latest progress in AI models, highlighting Anthropic's Quad Sonnet 3.7 and its similarities to GPT-4. It also compares various AI models, discusses the impact of consumer tech on corporate strategies, and analyzes the competitive AI chip landscape shaped by major manufacturers and geopolitical influences.
Transcript
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