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Welcome back to This Week in Stratechery!
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings.
On that note, here were a few of our favorites this week.
A New Kind of Computing. AI compute has been divided into two categories: training, and inference. However, in The Inference Shift (and on this week’s Sharp Tech), I make the case that there are two kinds of inference: the one we know today is “answer inference”, where humans are in the loop, and speed matters; the inference that will matter most in the future, at least in terms of market size, will be “agentic inference”, where humans aren’t involved at all. That will lead to very different trade-offs in architectures, and is good news for both China and space (but maybe not Nvidia). — Ben Thompson
