The Stuff of Myth(os) – Stratechery by Ben Thompson
(Photo by Ronald Cortes/Getty Images) Welcome back to This Week in Stratechery! As a reminder, each week, every…
Prediction: Meta’s AI Spending Will Pay Off Bigger Than Wall Street Expects
Shares of social media giant Meta Platforms (NASDAQ: META) have fallen about 28% from their 52-week high near…
He made your free video player run smoothly. Now he’s doing that for robots.
You’ve probably used VLC Media Player, the free video player with the orange traffic-cone icon — it’s been…
This Metal is Crucial for AI, Yet in Short Supply. Here Are 3 Top Mining Stocks to Buy to Capitalize on the Looming Deficit.
You cannot build a data center without copious amounts of copper — and that goes double for an…
Broadcom Builds Custom Chips for Google, Meta, Anthropic, and OpenAI. At 25 Times Forward Earnings, It’s the Cheapest Mega-Cap AI Stock Nobody Talks About.
Broadcom (NASDAQ: AVGO) is often overlooked in discussions about the AI market, which tend to focus on Nvidia’s…
Optical Networking Is AI’s Most Overlooked Bottleneck. Here’s Why This Nvidia-Backed Company Is the Stock to Own.
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (NASDAQ: NVDA), the world’s leading producer of…
SpaceX Is a Secret Autonomous Driving Stock. Here’s Why.
Now that the Space Exploration Technologies (NASDAQ: SPCX) initial public offering (IPO) is complete, expect the company to start…
This Metal is Crucial for AI, Yet in Short Supply. Here Are 3 Top Mining Stocks to Buy to Capitalize on the Looming Deficit.
You cannot build a data center without copious amounts of copper — and that goes double for an…
Amazon’s CEO: AI Growth Is Dwarfing Everything We’ve Seen Before.
Quick Read AMZN’s Andy Jassy called AWS AI’s $15B run rate 260x what AWS earned at the same…
Why the AI Infrastructure Wave Will Mint More Millionaires Than the Chatbot Phase: 3 Stocks to Own
Artificial intelligence (AI) is quickly becoming a race to the bottom, at least for users. Whether it’s ChatGPT,…
Quant fund D.E. Shaw quietly built a generative AI team for human capital
‘Human capital’ is the term of the moment as AI takes over the corporate world. Standard Chartered CEO…
Booking flights, building presentations and searching the web: how to start using AI
A new generation of AI does not wait for questions. It receives a task and carries it out…