Between this demand for a *worldwide* backdoor, and arresting people for social media posts, it increasingly feels like the U.K. is the greatest threat to personal freedom in the world. Certainly more than China for anyone outside China. I hope Apple is prepared to leave.
@benthompson
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China’s Manufacturing Path Dependency and Western Competitive Disadvantage
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I have discussed at length the path dependency in terms of manufacturing capability that is downstream from China rising up in a free trade world. That’s not an inability to innovate. It’s the inverse of the wests inability to compete with China in many areas
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Sharp Tech Added to Investment Rotation Portfolio
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Time to add Sharp Tech to the rotation! Have talked about a few times. I’m optimistic, and biased!
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Apple Earnings Review: AI-Powered Analysis Comparison Test
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I wrote a quick review of Apple’s earnings, and then asked Deep Research to do the same (twice!) I’m impressed, but still employable. I hope.
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MoE Efficiency and KV Store Compression Advances
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MoE very efficient and compress context KV store. Both noted in today’s post
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US Tech Companies Face Broader Issues Beyond Government Regulations
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I’m not (just) referring to government regulations. Far more issues with US tech companies
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DeepSeek FAQ: Essential Reading on AI Development
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Suggest reading (which is all I'm doing): https://
stratechery.com/2025/deepseek-
faq/
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Stratechery’s AI Analysis of Major Tech Companies
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I would say it depends. First off, I’m pretty proud of Stratechery’s record over the last couple of years. When it comes to the big companies I traditionally cover I think I’ve been pretty sharp, including sketching out their relative strengths/opportunities/risks in AI [1],
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Zuckerberg’s Georgetown Speech and Community Notes Strategy
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Zuckerberg references his “Georgetown Speech”; I wrote about it at the time, and the embrace of community notes very much makes the point https://t.co/zlxJzc5E1u https://t.co/MVjk16Uwi9
— Ben Thompson (@benthompson) 7 janvier 2025Zuckerberg references his “Georgetown Speech”; I wrote about it at the time, and the embrace of community notes very much makes the point https://
stratechery.com/2019/the-inter
net-and-the-third-estate/
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AMD’s Long-Standing Software Development Challenges
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This is incredible work. And yeah, AMD has sucked at software for 50 years.