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I'm on the verge of unsubscribing from Stratechery. The last month has been a bunch of fawning over Meta, YouTube, and constant talk about and fawning over Open

I'm on the verge of unsubscribing from Stratechery. The last month has been a bunch of fawning over Meta, YouTube, and constant talk about and fawning over OpenAI and whatever latest models are coming out. It's kind of tiring and boring. I swear I heard them talk about some YouTube influencers event like five times across their different shows and across time. Like, I do not care at all.

Multiplayer 1y ago
Did you listen to the recent interview with Ben Bajarin? I thought that interview alone justified the subscription. Curious as to whether anyone else felt the same.
- graeme 1y ago
  Fantastic interview. Hard to get much info from inside the world Bajarin was speaking of. Notable how everyone is saying they can't get capacity for the tokens they're trying to serve.
roxolotl 1y ago
Is this fawning or just reflecting reality? I’m generally in the “LLMs kinda suck camp” and I read the headline and thought “yep 100%”. OpenAI is able to raise and deploy insane amounts of capital on a whim. Regardless of that being a good or bad thing it’s still true.
mooglevich 1y ago
As a longtime loyal subscriber to Stratechery... I kinda agree. But as the other commenters did point out, this does reflect how the market seems to feel about OpenAI, at least. (Meta - I'm less sure of; Thompson does fawn over Meta quite a bit, I personally think it's too much and seems to not fully reflect reality, but man do they really cane it when you see their usage numbers, so maybe he's right.) I did think his GPT-5 commentary was good, insofar as picking up the nuance of why it's actually better than the immediate reactions I, at least, saw in the headlines. Where I do agree with you is how Stratechery's getting a little oversaturated. I'm happy Ben Thompson is building a mini media empire, but I might have liked it more when it was just a simple newsletter that I got in my inbox, rather than pods, YouTube videos, and expanding to include other tech/news doyens. Maybe I'm just a tech media hipster lol.

Multiplayer 1y ago

Did you listen to the recent interview with Ben Bajarin? I thought that interview alone justified the subscription. Curious as to whether anyone else felt the same.

graeme 1y ago
Fantastic interview. Hard to get much info from inside the world Bajarin was speaking of. Notable how everyone is saying they can't get capacity for the tokens they're trying to serve.

roxolotl 1y ago

Is this fawning or just reflecting reality? I’m generally in the “LLMs kinda suck camp” and I read the headline and thought “yep 100%”. OpenAI is able to raise and deploy insane amounts of capital on a whim. Regardless of that being a good or bad thing it’s still true.

mooglevich 1y ago

As a longtime loyal subscriber to Stratechery... I kinda agree. But as the other commenters did point out, this does reflect how the market seems to feel about OpenAI, at least. (Meta - I'm less sure of; Thompson does fawn over Meta quite a bit, I personally think it's too much and seems to not fully reflect reality, but man do they really cane it when you see their usage numbers, so maybe he's right.) I did think his GPT-5 commentary was good, insofar as picking up the nuance of why it's actually better than the immediate reactions I, at least, saw in the headlines. Where I do agree with you is how Stratechery's getting a little oversaturated. I'm happy Ben Thompson is building a mini media empire, but I might have liked it more when it was just a simple newsletter that I got in my inbox, rather than pods, YouTube videos, and expanding to include other tech/news doyens. Maybe I'm just a tech media hipster lol.