A look at the implications of OpenAI’s ChatGPT, which has experienced an explosion of interest and led to questions about AI’s impending impact on society (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
Debunking five myths that may be sinking Meta’s stock, including claims of Facebook users deserting, Instagram engagement falling, and TikTok dominating  —  What happened to Meta last week — and my response to it — expressed in meme-form:  —  In 2018, the market was panicking …

Ben Thompson / Stratechery:
A look at Nvidia’s issues, including crypto mining demand drying up and GPUs flooding secondary markets, and opportunities, including gaming and data centers  —  Nvidia investors have been in the valley before:  —  This chart, though, is not from the last two years, but rather from the beginning …

Ben Thompson / Stratechery:
A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition  —  The first video game was a 1952 research product called OXO — tic-tac-toe played on a computer the size of a large room:

Ben Thompson / Stratechery:
A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition  —  The first video game was a 1952 research product called OXO — tic-tac-toe played on a computer the size of a large room:

Wall Street Journal:
A profile of OpenAI, which raised $1B from Microsoft after Sam Altman demoed an AI model to Satya Nadella in 2019, as some remain skeptical about its revenue  —  Behind ChatGPT and other AI breakthroughs was Sam Altman’s fundraising—but skeptics remain  —  ChatGPT, the artificial-intelligence …

Alex Kantrowitz / Big Technology:
Google, worried about its reputation, is hesitant to release its capable bot LaMDA, but by waiting too long it may cede the market to competitors like ChatGPT  —  The tech giant believes the future of search is conversational.  How did it let OpenAI’s ChatGPT take the lead?  —  Google’s had an awkward week.