electric cars are focused first and foremost on efficiency, and not only is that different than performance, Ferrari's calling card, but also representative of the parts of modern society — including tech — that leave everyone feeling increasingly alienated (and why, surprisingly, AI might help).

Ben Thompson

@underscored

efficiencyperformancealienation

This isn't a model or compute story, this is a product execution and business strategy story.

Michael Spencer

@underscored

product-strategybusiness-strategycompetitive-advantage

But our fundamental belief is that Atlas, and the AI native services business, has a larger market.

Chuck Ganapathi

@underscored

aimarket-sizingbusiness-strategy