An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.

Ending the chip ban might be a mistake; I just hope people pushing for more realize that could be wrong as well. Then, Google’s current position with LLMs, and the importance of GCP.

The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...