Stratechery Deep Research and Knowledge Value
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Feb 10, 2025 Dive into the fascinating world of Artificial General Intelligence and its implications for the economy. Explore Apple's earnings, highlighting both service revenue growth and market challenges in China. Discover how deep research navigates the complexities of market dynamics while distinguishing valuable insights from low-quality information. Gain insights from Amazon's earnings call, revealing new transparency in its cloud operations, and ponder the future of deep research in an AI-driven landscape, addressing the potential loss of serendipity.
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AGI vs. ASI
- Ben Thompson defines AGI as an AI that can complete given tasks reliably.
- ASI, in contrast, is defined as the ability to formulate those tasks independently.
Deep Research and Apple Earnings
- Thompson used Deep Research to analyze Apple's earnings, experimenting with different prompts.
- He found the report with specific instructions more insightful than the generic prompt, suggesting Deep Research is better with guidance.
Interview Prep with Deep Research
- Before interviewing ServiceNow CEO Bill McDermott, Thompson used Deep Research to prepare.
- He found Deep Research helpful for initial research and time-saving, though he supplemented it with further reading.