Writes Stratechery, a subscription newsletter on the business and strategy of technology, and hosts the Dithering and Sharp Tech podcasts.
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3 of Ben Thompson's claims fit 3 mental models. Most often: Incentives, Moats, Second-order thinking.
What protects a business is whatever a rival cannot copy, and that is rarely the software.
Their wordsSalesforce is abandoning UI as a moat, which is a very smart move because it's disappearing for everyone.
Look at what people are rewarded for; it explains more behaviour than what they say, your own included.
Their wordsPacing the frontier may be sincere, but it would also be strategically useful for the frontier labs to have time to reduce overhangs caused by model advancement.
Ask "and then what?": follow a decision past its first effect to the ones that come after.
Their wordsOpenAI's tactics may in fact chill research in advanced mathematics