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benfwalla committed Jul 31, 2024
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[
{
"title": "Microsoft Earnings, CoPilot and CapEx, Pichai on Risk",
"public_url": "https://stratechery.com/2024/microsoft-earnings-copilot-and-capex-pichai-on-risk/",
"publish_date": "Wed, 31 Jul 2024 14:53:41 +0000",
"file_location": "./data/Microsoft Earnings, CoPilot and CapEx, Pichai on Risk.md",
"summary": "In the article from Stratechery by Ben Thompson, he delves into Microsoft's recent earnings report, focusing on the company's strategic emphasis on AI technologies, particularly regarding the long-term risks associated with their AI buildout. Microsoft's direction is heavily driven by the integration of AI into their products, reflecting the competitive landscape they are navigating. Ben also touches on CoPilot and CapEx, shedding light on Microsoft's investments in these areas. Additionally, Pichai shares insights on risk, highlighting the importance of building products led by artificial intelligence."
},
{
"title": "Reddit's Robots.txt, The Reddit Perspective, Google Contracts",
"public_url": "https://stratechery.com/2024/reddits-robots-txt-the-reddit-perspective-google-contracts/",
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