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Found 4 links from Stratechery by Ben Thompson
Who’s Afraid of Chinese Models?
The article argues that AI is bringing back classic economic principles, especially marginal cost, in a way that software once seemed to escape. Using the example of Kimi K3, an open-weights Chinese m...
Ben Thompson · Jensen Huang · Kellogg School of Management · X
stratechery.com
Jan 27
Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
The article discusses the strategic implications of semiconductor supply shortages, particularly focusing on TSMC's (Taiwan Semiconductor Manufacturing Company) capacity challenges amid rising AI dema...
Matthew Ball · Adam Silver · Shopify · NBA
stratechery.com
Jan 27
Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
The article discusses the strategic implications of semiconductor supply shortages, particularly focusing on TSMC's (Taiwan Semiconductor Manufacturing Company) capacity challenges amid rising AI dema...
Matthew Ball · Adam Silver · Shopify · NBA
stratechery.com
Jan 27
Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
The article discusses the strategic implications of semiconductor supply shortages, particularly focusing on TSMC's (Taiwan Semiconductor Manufacturing Company) capacity challenges amid rising AI dema...
Matthew Ball · Adam Silver · Shopify · NBA