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The Innovator’s Dilemma: When New Technologies Cause Great Firms to Fail3.广告业务的护城河
The Freight Train That Is Android4.《战略信条》
Strategy Letter V5.Stable Diffusion 可在 Iphone 上运行 https://stratechery.com/2022/lensa-and-stable-diffusion-stable-diffusion-and-apple-silicon-open-questions/ 6.苹果公司模型优化 https://machinelearning.apple.com/research/stable-diffusion-coreml-apple-silicon 7.Stability AI 的创始人兼首席执行官 Emad Mostaque 发言
8.Meta Myth https://stratechery.com/2022/meta-myths/ 9.自研 VR 设备芯片 https://stratechery.com/2022/metas-chip-decision-horizon-worlds-platform-fees-metas-missing-metaverse-strategy/ 10.上层 AI 软件工具 https://www.reuters.com/technology/meta-launches-ai-software-tools-help-speed-up-work-blog-2022-10-03/ 11.算法的终局是 AIGC https://stratechery.com/2022/instagram-tiktok-and-the-three-trends/ 12.Metaverse 访谈 https://stratechery.com/2022/dall-e-the-metaverse-and-zero-marginal-content/ 13.谷歌和战略的局限性 https://stratechery.com/2016/google-and-the-limits-of-strategy/ 14.谷歌的缺陷:终端入口 https://stratechery.com/2016/googles-go-to-market-gap/ 15.谷歌的未来 https://stratechery.com/2014/peak-google/ https://stratechery.com/2019/the-google-squeeze/ 16.微软独家云供应商 https://www.theinformation.com/articles/why-openai-spent-barely-a-dime-on-microsofts-cloud-after-1-billion-deal 17.The Information 最新报道 https://www.theinformation.com/articles/ghost-writer-microsoft-looks-to-add-openais-chatbot-technology-to-word-email 18.英伟达人工智能生态系统 https://stratechery.com/2022/nvidia-in-the-valley/ 19.Top500.Org 20.纳特-弗里德曼在 Stratechery 的采访 https://stratechery.com/2022/an-interview-with-daniel-gross-and-nat-friedman-about-chatgpt-and-the-near-term-future-of-ai/ 21.Riffusion https://arstechnica.com/information- technology/2022/12/riffusions-ai-generates-music-from-text-using-visual-sonograms/ 22.文本是通用的界面 https://scale.com/blog/text-universal-interface https://stratechery.com/2022/the-ai-unbundling/ 23.其他参考链接 https://mp.weixin.qq.com/s/cvzlLPg0cNMtybvfbNqmSQ https://stratechery.com/2023/ai-and-the-big-five/ https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/ https://sunyan.substack.com/p/the-economics-of-large-language-models https://mp.weixin.qq.com/s/oM0V0MymMbanJddzABYDDQ https://stratechery.com/2022/meta-myths/ https://aws.amazon.com/cn/free/machine-learning/We actually used 256 A100s for this per the model card, 150k hours in total so at market price $600k
— Emad (@EMostaque) August 28, 2022
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