An important reminder from Stratechery:
- An important reminder from Stratechery:
- "The forgotten part of Aesop's fable of 'The Boy Who Cried Wolf' is that the wolf did eventually come."
From other episodes
- Stratechery describing his position: "(1) agents were a real thing and (2) that agents would drive a massive expansion of compute demand.2026-04-27
- I thought Stratechery's piece on Agents and Bubbles was interesting.2026-03-23
- Stratechery points out why OpenAI had to do ads… and what a hard road that is.2026-02-02
- Stratechery: "it seems likely that LLMs have already generated more text than all of humanity ever has; the reason I cannot know is the same reason why it hasn't left a mark: AI content is generated individually for each individual user of AI."2025-12-22
- When Apps in GPT launched, Sam Altman did an interview on Stratechery.2025-11-04
- I disagree with Stratechery's take that OpenAI has a Windows Play.2025-10-13
- Stratechery: "Oracle is arguably the best argument yet for the vigor that comes from founder control."2025-09-22
- Stratechery on the GPT5 Model upgrade:2025-08-18