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Google, Nvidia, and OpenAI – Stratechery by Ben Thompson

https://stratechery.com/2025/google-nvidia-and-openai/
24•tambourine_man•1h ago

Comments

aworks•49m ago
"the naive approach to moats focuses on the cost of switching; in fact, however, the more important correlation to the strength of a moat is the number of unique purchasers/users."
esafak•29m ago
I was not able to find any research that posits that moat strength is determined by customer diversity.

I think customer diversity correlates instead with resilience.

jasonjmcghee•32m ago
Idk if I'm just holding it wrong, but calling Gemini 3 "the best model in the world" doesn't line up with my experience at all.

It seems to just be worse at actually doing what you ask.

cj•22m ago
It's like saying "Star Wars is the best movie in the world" - to some people it is. To others it's terrible.

I feel like it would be advantageous to move away from a "one model fits all" mindset, and move towards a world where we have different genres of models that we use for different things.

The benchmark scores are turning into being just as useful as tomatometer movie scores. Something can score high, but if that's not the genre you like, the high score doesn't guarantee you'll like it.

everdrive•11m ago
Outside of experience and experimentation, is there a good way to know what models are strong for what tasks?
wrsh07•16m ago
It's a good model. Zvi also thought it was the best model until Opus 4.5 was announced a few hours after he wrote his post

https://thezvi.substack.com/p/gemini-3-pro-is-a-vast-intelli...

cs702•13m ago
The analysis fails to mention that if TPUs take market share from Nvidia GPUs, JAX's software ecosystem likely would also take market share from the PyTorch+Triton+CUDA software ecosystem.
claytonjy•12m ago
not even google thinks this will happen, given their insistence on only offering TPU access through their cloud
cs702•11m ago
As the OP points out, Google is now selling TPUs to at least some corporate customers.
RoddaWallPro•11m ago
"advertising would make ChatGPT a better product."

And with that, I will never read anything this guy writes again :)

Ask HN: Who is hiring? (December 2025)

52•whoishiring•1h ago•56 comments

Why xor eax, eax?

https://xania.org/202512/01-xor-eax-eax
284•hasheddan•4h ago•101 comments

Google *Unkills* JPEG XL?

https://tonisagrista.com/blog/2025/google-unkills-jpegxl/
45•speckx•1h ago•26 comments

Cartographers Have Been Hiding Covert Illustrations Inside of Switzerland's Maps

https://eyeondesign.aiga.org/for-decades-cartographers-have-been-hiding-covert-illustrations-insi...
119•mhb•3h ago•26 comments

Search tool that only returns content created before ChatGPT's public release

https://tegabrain.com/Slop-Evader
699•dmitrygr•13h ago•278 comments

Better Auth (YC X25) Is Hiring

https://www.ycombinator.com/companies/better-auth/jobs/eKk5nLt-developer-relation-engineer
1•bekacru•9m ago

ImAnim: Modern animation capabilities to ImGui applications

https://github.com/soufianekhiat/ImAnim
19•klaussilveira•59m ago•2 comments

Google, Nvidia, and OpenAI – Stratechery by Ben Thompson

https://stratechery.com/2025/google-nvidia-and-openai/
26•tambourine_man•1h ago•14 comments

A New AI Winter Is Coming

https://taranis.ie/llms-are-a-failure-a-new-ai-winter-is-coming/
18•voxleone•28m ago•12 comments

Self-hosting a Matrix server for 5 years

https://yaky.dev/2025-11-30-self-hosting-matrix/
175•the-anarchist•5h ago•66 comments

A vector graphics workstation from the 70s

https://justanotherelectronicsblog.com/?p=1429
62•ibobev•3h ago•6 comments

The Penicillin Myth

https://www.asimov.press/p/penicillin-myth
55•surprisetalk•2h ago•26 comments

Historic Engineering Wonders: Photos That Reveal How They Pulled It Off

https://rarehistoricalphotos.com/engineering-methods-from-the-past/
54•dxs•6d ago•10 comments

Games using anti-cheats and their compatibility with GNU/Linux or Wine/Proton

https://areweanticheatyet.com/
182•doener•10h ago•243 comments

It’s been a very hard year

https://bell.bz/its-been-a-very-hard-year/
264•surprisetalk•11h ago•347 comments

A Love Letter to FreeBSD

https://www.tara.sh/posts/2025/2025-11-25_freebsd_letter/
388•rbanffy•19h ago•249 comments

Writing a good Claude.md

https://www.humanlayer.dev/blog/writing-a-good-claude-md
656•objcts•23h ago•252 comments

WordPress plugin quirk resulted in UK Gov OBR Budget leak [pdf]

https://obr.uk/docs/dlm_uploads/01122025-Investigation-into-November-2025-EFO-publication-error.pdf
75•robtaylor•2h ago•71 comments

Detection of triboelectric discharges during dust events on Mars

https://gizmodo.com/weve-detected-lightning-on-mars-for-the-first-time-2000691996
84•domofutu•4d ago•45 comments

How to Run Profitable Pricing Experiments?

https://cleancommit.io/blog/pricing-experiments/
14•mrkaluzny•5d ago•6 comments

Trifold is a tool to quickly and cheaply host static websites using a CDN

https://www.jpt.sh/projects/trifold/
73•birdculture•1w ago•30 comments

Advent of Sysadmin 2025

https://sadservers.com/advent
304•lazyant•15h ago•94 comments

Boring Laser Eyes Simulator: Add laser beams to your eyes with your webcam

13•frankhsu•1w ago•3 comments

Victorian-style lines for the web: Elements of identical width

https://jacobfilipp.com/victorian-line/
33•surprisetalk•1w ago•3 comments

SmartTube Compromised

https://www.aftvnews.com/smarttubes-official-apk-was-compromised-with-malware-what-you-should-do-...
130•akersten•12h ago•104 comments

X210Ai is a new motherboard to upgrade ThinkPad X201/200

https://www.tpart.net/about-x210ai/
153•walterbell•13h ago•65 comments

DeepSeekMath-V2: Towards Self-Verifiable Mathematical Reasoning

https://huggingface.co/deepseek-ai/DeepSeek-Math-V2
225•victorbuilds•8h ago•74 comments

Algorithms for Optimization [pdf]

https://algorithmsbook.com/optimization/files/optimization.pdf
326•Anon84•17h ago•28 comments

Advent of Code 2025

https://adventofcode.com/2025/about
1111•vismit2000•1d ago•359 comments

Netflix Kills Casting from Its Mobile App to Most Modern TVs

https://www.macrumors.com/2025/12/01/netflix-kills-casting-from-mobile-app-to-tvs/
109•Brajeshwar•2h ago•96 comments