Microsoft Earnings, Meta Earnings 2025-01-30 作者: Ben Thompson Stratechery 原文 #Stratechery 的其它文章 Microsoft Earnings, Meta Earnings —— Microsoft and Meta both emphasized their optionality as models become a commodity. 文章版权归原作者所有。 #Stratechery 的其它文章 --最新- -最早-- 2025-02-03 The De Minimis Loophole, Impact on Amazon and Meta, AI and Abundance 2025-01-31 An Interview with Matthew Ball About the Gaming Slump 2025-01-29 Asianometry on Japan’s Chemical Dominance, Stratechery Updates, and Chinese New Year Schedule Changes 2025-01-28 The OpenAI Critique, Comparative Advantage and Infrastructure, Aggregation Theory and Cheap AI 前一篇:Asianometry on Japan’s Chemical Dominance, Stratechery Updates, and Chinese New Year Schedule Changes 後一篇:An Interview with Matthew Ball About the Gaming Slump 后 前 左 右