Ben Thompson

Anthropic's principled stance on AI alignment and refusal to provide unrestricted AI technology to the Pentagon is positioning the company in a geopolitical conflict with U.S. government defense interests.

“Author of "Anthropic and Alignment" in Stratechery”

Yelp's antitrust complaint against Google, arguing for inclusion of Yelp reviews in Google's answer box, may paradoxically strengthen Google's market dominance rather than undermine it.

“Author of "The Bill Gates Line" in Stratechery”

OpenAI is building toward AGI and superintelligence through coordinated infrastructure partnerships, product innovation (Apps in ChatGPT, Sora), and research while positioning itself as the 'Windows of AI' platform.

“Author of "An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout" in Stratechery”

Apple's on-device AI inference strategy is fundamentally different from competitors' cloud-based approaches and may prove superior for consumers despite lower capex spending.

“Tech analyst chronicling Apple's AI struggles and comparing to Microsoft's mobile fumbles”

“Conducted extensive interview with Palantir CTO Shyam Sankar about AI diffusion, enterprise adoption, safety, and market dynamics.”

“Wrote analysis on AI agents as the ultimate aggregators, comparing to iPhone and Jobs' vision”

“Technology analyst arguing that Amazon's physical world investments create an AI moat that agents cannot easily overcome.”

“Technology analyst expressing philosophical opposition to AI watermarking from perspective of AI as tool.”

“Analyzed OpenAI's sloppiness in controls during the HuggingFace security incident.”

“Analyzed how open models create commodity intelligence markets where marginal costs dominate profitability dynamics.”

“Made argument comparing AI development to private nuclear weapons development to support government control.”