(Preview) Google's Killer Instinct, The Gemini Demo and AI Unknowns, Notes on College Football and Mark Cuban

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Bull and bear cases for Google's long term prospects, why navigating the AI era may require leadership and culture changes, and thoughts on college football's success and Mark Cuban's sale of the Dallas Mavericks. At the end: Select wisdom from Charlie Munger.

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A collection of Charlie Munger's best quotes — X: @MorningBrew

The College Football Playoff, Events Over Inventory, NASCAR’s New Deal — Stratechery Update

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(Preview) Nvidia’s Answer to Capital Constraints, Google’s Attrition and Direction, Q&A on AI Writing, Vision Pro, Vibe Coding

(Preview) Microsoft’s Plan for Platform Survival, Meta and the Market’s Permission, A Lack of Situational Awareness

(Preview) An OpenAI Model Escapes Sandboxing, Intelligence Will Be a Commodity Market, The Chinese Model Conundrum

(Preview) The Continuing Adventures of OpenAI, Apple’s Trade Secrets Lawsuit, Q&A on Mainframes, Meta, Daylight Savings Time