Who's afraid of Chinese models?(stratechery.com)
924 points by mfiguiere | 785 comments
Stratechery article by Ben Thompson examining Chinese AI models and the strategic concerns and debates surrounding them.
#ai-strategy on Hacker News
3 stories tagged ai-strategy, newest first.
AI is a technology not a product(daringfireball.net)
385 points by ch_sm | 170 comments
John Gruber's Daring Fireball essay arguing that AI is an enabling technology rather than a product, responding to Steven Levy's Wired piece on Apple's next CEO.
Apple's accidental moat: How the "AI Loser" may end up winning(adlrocha.substack.com)
347 points by walterbell | 302 comments
Substack essay arguing Apple, seen as an AI laggard, may win through its hardware and on-device advantage as frontier AI models become commoditized.