Sruthi Thatchenkery
sruthi.bsky.social
Sruthi Thatchenkery
@sruthi.bsky.social

Asst Prof of Strategy at Vanderbilt // Stanford PhD, Duke BS // Competition, innovation, networks

Business 74%
Computer science 13%

WaPo is my hometown paper and this might be it for me. Sad turn that is strategically nonsensical to boot (since like you said, we already have a robust financial press).

DeepSeek did still require training data generated by the more expensive models. If DeepSeek 2 can achieve cutting-edge performance on data generated by the first DeepSeek though... 😬
DeepSeek could be an extinction-level event for venture capital firms that went all-in on foundational model companies; investors say they are not panicking (Dan Primack/Axios)

Main Link | Techmeme Permalink
DeepSeek could be an extinction-level event for venture capital firms that went all-in on foundational model companies; investors say they are not panicking (Dan Primack/Axios)

Main Link | Techmeme Permalink
Gina Raimondo says holding back China in the chips race is a "fool's errand", and investment, more than export controls, will keep US ahead of Beijing (Wall Street Journal)

Main Link | Techmeme Permalink

Me when "this note no longer exists"
a close up of a man with a hood on his head and a tear running down his face .
ALT: a close up of a man with a hood on his head and a tear running down his face .
media.tenor.com

That other place claims to be a bastion of free speech and yet this gem of a community note is now gone
Dave Lee @davelee.me · Nov 27
NEW: I know we want to see big tech punished for monopolistic misdeeds, but holding back Google’s AI plans is worse for competition in the long run. My piece today for @opinion.bsky.social :

Kneecapping Google Would Be Bad For Tech Competition
Kneecapping Google Would Be Bad For Tech Competition
The Department of Justice’s demand that the tech behemoth sell its Chrome search engine or Android mobile operating system comes at a critical time for the tech industry.
www.bloomberg.com

One potential issue with that strategy though - how much longer would it take to get new-gen exclusive titles if that would require giving up the installed base of the previous home console AND the current handheld? 🤔

There will probably be some grumbling if the PS5 portable comes out close to the PS6 launch, but staying roughly a generation behind the home console is probably the only way to pull this off without a) the portable being ridiculously expensive or b) hamstringing the home console.

Nice, I got one suggesting I go for a part-time MBA to take my career to the next level 👀

This could be a positive development for competition in search, but imo search itself won't really improve until someone figures out how to deal with all the SEO spam that is only going to get worse with AI. 😬
The DOJ's plan to force Google to share search queries and results with rivals might be one of the best things that could happen to the web. Suddenly, we might have viable search engines that are more interested in preserving the web than replacing it: www.platformer.news/google-antit...
The DOJ's plan to force Google to share search queries and results with rivals might be one of the best things that could happen to the web. Suddenly, we might have viable search engines that are more interested in preserving the web than replacing it: www.platformer.news/google-antit...

This and the Epic decision (in the context of Apple getting away with the same behavior) have been pretty baffling. I get why regulators want to rein in Google but the way they're going about it could be better, to put it mildly.

Main beneficiaries here are Microsoft and Apple, not consumers. 😬

Forcing Google to give Chrome users a choice in which search engine they use from the start seems like a more sensible solution.

The DOJ pushing Google to sell Chrome is a mistake imo. Browsers don't make money on their own, so I struggle to see how post-Google Chrome survives unless it is acquired by another large platform or starts selling user data, neither of which seem like a boon for consumer welfare.
If you graduated your PhD in 2022 or 2023 and you work in innovation you should definitely submit your thesis to he AOM TIM Best Dissertation Award! 👇
Recent PhD graduates: Call for submissions for AOM TIM Best Dissertation Award
📅Deadline: Feb 23, 2024
🎓Eligibility: Dissertation completed in calendar years 2022 or 2023. Can only submit once
📰Submit only an abstract and cover page. All details here: connect.aom.org/tim/discussi...
Discussion: View Thread - TIM
Call for 2024 TIM Best Dissertation AwardSubmissionsAbstract Submission Deadline: February 23, 2024The Technology and Innovation Management (TIM) Division of th
connect.aom.org

Was trying to figure out what I should focus on in the upcoming session on AI in my strategic management of tech class…so I guess I owe a thank you to the OpenAI board? 😬