2024-05-31
@stratechery Think that you missed out the first 30 years of mainframes and mini-computers that were definately vertically integrated .... “Windows-based modular computers dominated the first 30 years of computing,”
Stratechery
A look at the different approaches to AI integration and modularization taken by Google, AWS, Microsoft, Nvidia, Meta, and Databricks, and the implications
Ben Thompson / Stratechery : Threads: @moatiful . X: @peibolsang , @madscapital , @jimmysopko , @rkrishnakumar , @1stleighton , @jonesonthenba , @4jimlee , @megangra , @madscapita...