Ben Thompson

Anthropic's principled stance on AI alignment and refusal to provide unrestricted AI technology to the Pentagon is positioning the company in a geopolitical conflict with U.S. government defense interests.

“Author of "Anthropic and Alignment" in Stratechery”

Yelp's antitrust complaint against Google, arguing for inclusion of Yelp reviews in Google's answer box, may paradoxically strengthen Google's market dominance rather than undermine it.

“Author of "The Bill Gates Line" in Stratechery”

OpenAI is building toward AGI and superintelligence through coordinated infrastructure partnerships, product innovation (Apps in ChatGPT, Sora), and research while positioning itself as the 'Windows of AI' platform.

“Author of "An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout" in Stratechery”

Apple's on-device AI inference strategy is fundamentally different from competitors' cloud-based approaches and may prove superior for consumers despite lower capex spending.

“Tech analyst chronicling Apple's AI struggles and comparing to Microsoft's mobile fumbles”