Stratechery Checking In on AI and the Big Five
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Jun 23, 2025 Dive into the shifting world of artificial intelligence and its impact on the tech giants. Discover how companies like Apple, Google, Meta, Microsoft, and Amazon are navigating the evolving landscape. Learn about Meta's struggles and innovative strategies as they adapt to new challenges. The discussion also highlights AI's influence on traditional business models and the intense competition shaping the industry. Get insights into how these dynamics will redefine the future of technology.
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AI as a New Epoch
- The emergence of AI in 2022 marked a new epoch in technology with breakthroughs in image and text generation models.
- AI now dominates the focus of technology companies, reshaping the industry landscape.
Meta's AI Struggles and Response
- Meta faces a crisis in AI development, with disappointing model releases and aggressive talent recruitment.
- CEO Mark Zuckerberg is investing heavily to catch up by forming a new superintelligence lab with top AI experts.
Balanced View on AI Disruption
- AI's impact is complex: it may complement or disrupt existing tech business models, but it won't immediately obsolete everything.
- Change from AI may be underestimated in the long term, aligning with the Gates maxim on technological disruption timelines.