ai-supremacy.com

Why Cursor is the Enterprise AI Darkhorse of Generative AI

Unlike OpenAI, where Cursor really shines is in product innovation. You can feel the difference in talent. Cursor has recently transitioned from being an AI-enhanced code editor to what they describe as an "Agent-First Interface."

stratechery.com

2026.16: Servers, Satellites, and Stars

The key to understanding and analyzing tech has been appreciating the implications of zero marginal costs, which govern the economics of everything from chips to software to services. AI services generally fall under the same rubric — fixed costs in terms of data centers and chips matter more than marginal costs (mostly electricity) — but the worsening shortage in compute means it is opportunity costs that matter more than ever.

dwarkesh.com

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

In the end, something has to transform electrons to tokens. The transformation of electrons to tokens and making those tokens more valuable over time is hard to completely commoditize.

ai-supremacy.com

What Amazon's Shareholder Letter Says about the Future of American AI

They are making calculations that impact many moving parts of their businesses in an evolving competitive landscape.

upstartsmedia.com

Decagon's Jesse Zhang On Sales Battles, AI 'Wrapper' Revenge, And Making Agents Work

Zhang was candid about that competitive battle, sharing how Decagon values speed and "go-to-market execution" as "advantages," but not "long-term differentiators."

stratechery.com

2026.15: Myth and Mythos

However, a point I make on Sharp Tech is that Anthropic's exponential growth includes the part of the curve everyone misses: the company has been on this once-barely-visible trajectory for nearly two years now. Now the company has what is undoubtedly the most powerful model in the world, so powerful, in fact, that Anthropic says it can't release it publicly. There's reason for cynicism, given Anthropic's history, but the part of the "Boy Cries Wolf" myth everyone forgets is that the wolf did come in the end.

readtrung.com

The Disneyland Dilemma

Parks & Cruises is putting up these numbers while being only a ~1/3 of Disney's $94B revenue. The division is floating Disney's entire transition from dying cable TV assets to streaming….which has been a bumpy ride.

notboring.co

Bad Analogies

There are a million little details that made Bezos' plan work, all of which, and the connections between them, were taken into consideration. Get to scale category-by-category, starting with the ones best suited to the internet, build an unmatched distribution and logistics network, drive down prices and delivery times, get more scale, grow the distribution network, drive down prices, make the "divinely discontent" customers discontent with anything slower or more expensive than what they'd come to expect with Amazon, get them hooked on Prime, paying a subscription and ordering more, keep pressing the advantage, grow FCF per share.

stratechery.com

Apple’s 50 Years of Integration

For decades after the fact, conventional wisdom was that Microsoft's modular approach — the one that let me build my own computers — was unquestionably superior to Apple's integration of hardware and software. In fact, it was Apple's integration that kept the company afloat.

whyisthisinteresting

The Dead Cinderella Edition

The truth is, the structure that made most Cinderellas possible was one that trapped unpaid athletes at their schools. Those teams were usually stocked with older players, who had a cohesive system and playing style.

notboring.co

Weekly Dose of Optimism #186

What's hard is making it cheap enough to compete with drilling a hole in the ground. Terraform's bet is that plummeting solar costs will get them there, and their qualified electrolyzer stack (under $100/kW) and full-scale reactor suggest they're heading in the right direction.

ai-supremacy.com

The Geopolitical Chokepoints of Artificial Intelligence

For much of the past decade, the rise of artificial intelligence appeared to be governed by inputs that diffuse quickly. Advances in architectures, algorithms, training techniques, and data practices spread rapidly through academic papers, open-source code, and global talent markets. Because these inputs were highly replicable and only weakly tied to geography, it was natural to assume that AI capability would spread broadly across countries and firms. That assumption no longer matches reality.

wired.com

Arm Is Now Making Its Own Chips

The chip design firm says Meta, OpenAI, Cerebras, and Cloudflare are among the first customers of its new artificial intelligence hardware.

wired.com

At Palantir’s Developer Conference, AI Is Built to Win Wars

As business soars, Palantir is doubling down on a vision of AI built for battlefield advantage—and attracting customers who agree.

fs.blog

[Outliers] Harrison McCain: How to Create Demand for Something Nobody Wants

The company's core strategy was to avoid competition entirely: enter markets where frozen fries didn't exist, prove the market by exporting first, hire locals, and only build a factory after the numbers justified it.

ai-supremacy.com

Using NotebookLM with Gemini

Google is the one that's made the most progress in terms of building a full-stack AI ecosystem.

stratechery.com

Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU.

stratechery.com

2026.11: Winners, Losers, and the Unknown

However, the most recent evidence — particularly Copilot Cowork — is that the companies who are best able to harness (pun intended) model capabilities are the model makers themselves.

whyisthisinteresting

The Exit Permit Edition

What makes Kuwait's move so striking is that the rest of the Gulf has spent the last five years moving decisively in the opposite direction — and for reasons that have nothing to do with conscience. Qatar, under the sustained commercial pressure of World Cup scrutiny, eliminated exit permit requirements for most workers in 2020. The UAE has significantly loosened job-change restrictions, and Bahrain has done the same. These were pragmatic, strategic pivots by governments that understood something important: if you want to attract the global professional class — the fund managers, the architects, the regional directors choosing between Dubai and Singapore — you cannot run a labor system that treats people as controlled assets.

notboring.co

Weekly Dose of Optimism #184

If the technology you're building with is so much better, why in the world are you just selling it to someone else as a component? Why not just make a better end product?

stratechery.com

Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle

Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it's good enough that Microsoft is making a new bundle on top of it.

lennysnewsletter.com

A guide to advanced B2B positioning

As AI makes it trivial to build and launch products (and, soon, even come up with product ideas), the biggest challenge for product teams is quickly becoming distribution: getting people to pay attention to your product in the increasing cacophony of launches.