underscored

@underscored

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stratechery.com
2026.34: App Snore

I thought the most remarkable aspect of Ben's coverage on Wednesday was how incidental and boring it all seems in the shadow of the possibilities and concerns that exist everywhere else in tech right now.

Andrew Sharp
3w ago

the inference that will matter most in the future, at least in terms of market size, will be "agentic inference", where humans aren't involved at all. That will lead to very different trade-offs in architectures, and is good news for both China and space (but maybe not Nvidia).

4mo ago

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