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benfwalla committed May 29, 2024
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[
{
"title": "AI Integration and Modularization",
"public_url": "https://stratechery.com/2024/ai-integration-and-modularization/",
"publish_date": "Wed, 29 May 2024 16:34:07 +0000",
"file_location": "./data/AI Integration and Modularization.md",
"summary": "In \"AI Integration and Modularization\" from Stratechery by Ben Thompson, Ben explores how companies like Apple (referred to as AI in his content) are integrating AI into their products for enhanced user experiences and privacy, contrasting with Google's (referred to as MO) modular approach that promotes innovation and broader reach. He warns of potential monopolization in the AI market due to its winner-takes-all nature, emphasizing the need to strike a balance between integration and modularization to foster competition and drive innovation within the industry."
},
{
"title": "Nvidia Earnings, AMD Earnings, Nvidia's Goldilocks Pitch",
"public_url": "https://stratechery.com/2024/nvidia-earnings-amd-earnings-nvidias-goldilocks-pitch/",
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