An email about AI losers spawns a check-in on the AI efforts of the big five, Google’s Gemini rollout prompts a history lesson and questions about the culture, while the debates over Gemini highlight the limits of chatbots and signal another step toward bifurcation between the physical and virtual world.

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Groq Costs, Gemini Pro 1.5, Google’s Timidity — Stratechery Update

Sora, Groq, and Virtual Reality — Stratechery

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