2024-05-31
@stratechery ??Best example missed?... Tesla FSD integrated stack. Honed integration exemplifying Speed, iterative improvement, Scale, revenue, downstream opportunity (Optimus, vision). From chips, training sets, cloud, LLM, training, upgrade, data regather/retrain/redeploy flywheel... Even
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...