Reference
1.原文链接:AI and the Big Five – Stratechery by Ben Thompson
https://stratechery.com/2023/ai-and-the-big-five/
2.《创新者的窘境》
http://claytonchristensen.com/books/the-innovators-dilemma/
3.广告业务的护城河
https://abovethecrowd.com/2011/03/24/freight-train-that-is-android/
4.《战略信条》
https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/
5.Stable Diffusion 可在 Iphone 上运行
https://stratechery.com/2022/lensa-and-stable-diffusion-stable-diffusion-and-apple-silicon-open-questions/
6.苹果公司模型优化
https://machinelearning.apple.com/research/stable-diffusion-coreml-apple-silicon
7.Stability AI 的创始人兼首席执行官 Emad Mostaque 发言
https://twitter.com/EMostaque/status/1563870674111832066
8.Meta Myth
https://stratechery.com/2022/meta-myths/
9.自研 VR 设备芯片
https://stratechery.com/2022/metas-chip-decision-horizon-worlds-platform-fees-metas-missing-metaverse-strategy/
10.上层 AI 软件工具
https://www.reuters.com/technology/meta-launches-ai-software-tools-help-speed-up-work-blog-2022-10-03/
11.算法的终局是 AIGC
https://stratechery.com/2022/instagram-tiktok-and-the-three-trends/
12.Metaverse 访谈
https://stratechery.com/2022/dall-e-the-metaverse-and-zero-marginal-content/
13.谷歌和战略的局限性
https://stratechery.com/2016/google-and-the-limits-of-strategy/
14.谷歌的缺陷:终端入口
https://stratechery.com/2016/googles-go-to-market-gap/
15.谷歌的未来
https://stratechery.com/2014/peak-google/
https://stratechery.com/2019/the-google-squeeze/
16.微软独家云供应商
https://www.theinformation.com/articles/why-openai-spent-barely-a-dime-on-microsofts-cloud-after-1-billion-deal
17.The Information 最新报道
https://www.theinformation.com/articles/ghost-writer-microsoft-looks-to-add-openais-chatbot-technology-to-word-email
18.英伟达人工智能生态系统
https://stratechery.com/2022/nvidia-in-the-valley/
19.Top500.Org
20.纳特-弗里德曼在 Stratechery 的采访
https://stratechery.com/2022/an-interview-with-daniel-gross-and-nat-friedman-about-chatgpt-and-the-near-term-future-of-ai/
21.Riffusion
https://arstechnica.com/information-
technology/2022/12/riffusions-ai-generates-music-from-text-using-visual-sonograms/
22.文本是通用的界面
https://scale.com/blog/text-universal-interface
https://stratechery.com/2022/the-ai-unbundling/
23.其他参考链接
https://mp.weixin.qq.com/s/cvzlLPg0cNMtybvfbNqmSQ
https://stratechery.com/2023/ai-and-the-big-five/
https://a16z.com/2023/01/19/who-owns-the-generative-ai-platform/
https://sunyan.substack.com/p/the-economics-of-large-language-models
https://mp.weixin.qq.com/s/oM0V0MymMbanJddzABYDDQ
https://stratechery.com/2022/meta-myths/
https://aws.amazon.com/cn/free/machine-learning/