underscored

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stratechery.com
Do You Trust Apple?

The fact of the matter is that with AI you can decompile almost all existing software — there is a revolution happening in gaming over the past few weeks, as game after game is decompiled to source and ported to any platform you wish — and you can write your own. That means my software that interacts with my agent in the way I want it to for everything; that's way more exciting than praying Apple delivers the right API and that 3rd-party developers don't suck.

— Ben Thompson
2w ago

Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble.

7mo ago
stratechery.com
Agents Over Bubbles

In other words, many of the biggest flaws from the original ChatGPT have been substantially mitigated, at least for verifiable use cases like coding: LLMs are much more likely to be right the first time, they reason over their results to increase their chances, and now agents actively verify the results without humans needing to be in the loop.

7mo ago

Until a few months ago, for the vast majority of people, "using AI" meant talking to a chatbot in a back-and-forth conversation. But over the past few months, it has become practical to use AI as an agent: you can assign them to a task and they do them, using tools as appropriate.

8mo ago

Underscored — save the words that stop you in your tracks.

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