Social
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ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models
ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms.
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Resiliency and Scale
Decreasing transportation and communications costs increases resiliency in theory, but destroys it in practice. The only way to have resiliency is through less efficiency.
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Sora, AI Bicycles, and Meta Disruption
Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.
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Sora the App, Sonnet 4.5 and the Question of Models as Processors
OpenAI has its own AI video app with Sora, powered by Sora 2; I’m not sure how compelling it will be in the long run. Then, Cognition’s experience with a new Anthropic model suggests that incorporating new models requires a lot more work than a new processor.
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Meta Vibes, Good Vibes, Vibes Vision
The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.
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YouTube Restores Suspended Accounts, Free Speech and Cultural Mores, Platform Power
YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in re-establishing the cultural importance of free expression.
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The YouTube Tip of the Google Spear
I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.
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An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators
An interview with YouTube CEO Neal Mohan about empowering creators while leaning into AI.
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An Interview with Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl
An interview with Cloudflare founder and CEO Matthew Prince about founding Cloudflare from the bottoms up, and why now is the time to leverage the power that followed to enact pay-per-crawl.
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Facebook is Dead; Long Live Meta
Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence.