Stratechery describing his position: "(1) agents were a real thing and (2) that agents would drive a massive expansion of compute demand.

· Bits and Bobs 4/27/26
  • Stratechery describing his position: "(1) agents were a real thing and (2) that agents would drive a massive expansion of compute demand. That's my thesis,"
    • Enthusiastically agreed!

More on this topic

From other episodes