I can’t completely vouch for every number on this table (which was sourced from Wikipedia), as Apple hasn’t yet released the full technical details of the M3 Ultra, and it’s not yet available for testing.What seems likely, however, is that instead of simply doubling up the M3 Max, Apple also reworked the memory controllers to address double the memory.

Jan 27, 2025 · Third, reasoning models like R1 and o1 derive their superior performance from using more compute. To the extent that increasing the power and capabilities of AI depend on more compute is the extent that Nvidia stands to benefit!

The Cavs are Them and the Bucks are Not Them, An Official Statement on OKC's Title Chances, Dispatches from Eastern Conference Hell

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Feb 10, 2025 · First, I published my (brief) review of Apples recent earnings, including three observations:. It was notable that Apple earned record revenue even though iPhone sales were down year-over-year, in the latest datapoint about the company’s transformation into a Services juggernaut.; China sales were down again, but this wasn’t a new trend: it actually goes back nearly a decade, but you can ...

Jan 25, 2024 · Good morning, I am pleased to welcome Netflix Co-CEO Greg Peters for a Stratechery Interview. Peters was named the co-CEO of Netflix (alongside Ted Sarandos) last year upon the retirement of founder Reed Hastings; before that Peters was the Chief Operating Officer and Chief Product Officer.

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Concepts. Explore Stratechery by: Concepts | Companies | Topics | Search AI AI Chips. GPUs and other AI Chips. Gemini 1.5 and Google’s Nature. Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.

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Jan 27, 2025 · Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI.