Stratechery Tech Philosophy and AI Opportunity
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Jul 8, 2025 Dive into the intriguing world of AI as it tackles the balance between abundance and scarcity, spotlighting soaring valuations of tech giants like NVIDIA. Explore the rivalry between major players like Apple and Meta, each pursuing unique AI philosophies. Discover how generative AI is reshaping traditional business models and the shifting landscape from Google searches to AI-driven assistants. Finally, the intense competition between OpenAI and Microsoft reveals divergent strategies that could redefine the workforce and economic landscape.
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AI Scarcity Creates Unique Market
- AI creates scarcity in chips and talent despite promises of abundance.
- The foundational models game elevates individual AI talents' bargaining power across companies.
Meta Poaches Apple's AI Lead
- Apple lost top AI model leader Roming Peng to Meta with a $10M+ yearly offer.
- Meta aggressively hires star AI talent to drive its super intelligence group.
Apple's AI Reluctance Explained
- Apple's AI conservatism aligns with modest near-term AI impact on its business.
- AI threatening smartphones lessens Apple's financial motivation to aggressively invest in AI talent or chips.
