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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.
Chinese Models and Frontier Futures. Kimi K3 is a very good model — so good that everyone from Wall Street to the U.S. government is suddenly worried about the U.S.’s position in AI. In fact, the threat isn’t new — and the frontier labs advantage is still real. In this week’s Stratechery Article and Sharp Tech episode I break down what has and hasn’t changed in AI, and explain why the biggest danger is U.S. policy around cybersecurity. Solving that problem will require understanding and accepting the reality and nature of Chinese competition, even if that leaves OpenAI and Anthropic to fend for themselves. — Ben Thompson
