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Tech Philosophy and AI Strategy – Stratechery by Ben Thompson

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A drawing of Apple, Microsoft, OpenAI, Anthropic, Meta, and Google on the AI Tech Philosophy Opportunity Graph
(Stratechery)

Welcome back to This Week in Stratechery!

As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings.

On that note, here were a few of our favorites this week.

  1. Who Invests and Why? As Mark Zuckerberg and Meta inflame the already raging talent wars, I wanted to explore if there was a way to understand who was willing to invest to win, and who was not. I came up with two scales: how big is the business opportunity for a given company, and whether or not that company’s philosophy is about helping users, or doing things for them. Not only does this intersection of Tech Philosophy and AI Opportunity explain the actions of Meta and Apple, it also helped me fully rectify some of my long-standing confusion about Google. Ben Thompson
  2. Apple Searches for an AI Partner. If Apple isn’t going to pay for AI talent, then they need a partner, which is why Apple is considering a partnership with either Anthropic or OpenAI to power a new version of Siri. For one, thinking about what OpenAI and Anthropic would want from a deal with Apple provides a window into the goals distinguishing two of the leading AI labs in the world. As for Apple, the news highlights the corner that they’ve backed themselves into after several years of failed AI efforts internally and one prolonged and very public failure with last year’s Apple Intelligence rollout. The choices now? Either surrender control and branding to OpenAI, or pay big money to Anthropic (a far cry from collecting $20 billion a year from Google for default search placement). In either case, Apple management will have to leave its comfort zone, and looking at the past few years, perhaps that comfort zone was the problem.  Andrew Sharp
  3. Is Xi Jinping on His Way Out? Every week I survey the news to prep for Sharp China, and for about two months now, there’s been a steady thrum of rumors concerning the political fate of Xi Jinping. Connecting the dots between Xi’s unexplained absences from public view, a spate of dismissals of powerful generals from the People’s Liberation Army, and a surprise absence at the BRICS summit in Brazil a few weeks ago, various internet sleuths and commentators are wondering whether Xi’s long-unshakeable hold on power may be waning. For the second half of this week’s episode, Sinocism’s Bill Bishop, who’s been studying the CCP for 30 years, explained why he finds the public evidence unconvincing and the rumor ecosystem increasingly frustrating. It was a rollicking conversation, and one that I caveated with my own note: what’s most remarkable to me about this rumor cycle is that because of the CCP’s unbelievable opacity, there is a hard limit on what any expert can conclusively say about the future of anyone in powereven the big man, himself.  AS

Stratechery Articles and Updates

Dithering with Ben Thompson and Daring Fireball’s John Gruber

Asianometry with Jon Yu

Sharp China with Andrew Sharp and Sinocism’s Bill Bishop

Greatest of All Talk with Andrew Sharp and WaPo’s Ben Golliver

Sharp Tech with Andrew Sharp and Ben Thompson

This week’s Stratechery video is on Checking In on AI and the Big Five.


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DXC Technology’s AI-Powered Tendia Solution Slashes Bid Writing Time for Ventia

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DXC Technology Company (NYSE:DXC) is one of the cheap IT stocks hedge funds are buying. On July 3, DXC Technology announced the deployment of an AI-driven bid writing solution called Tendia for Ventia. Ventia is one of the largest essential infrastructure service providers in Australia and New Zealand.

The new platform significantly reduces the time required to draft initial bid responses for major infrastructure contracts, cutting it from days to minutes, thereby enhancing Ventia’s ability to quickly respond to complex and high-value tenders. The Tendia solution was developed in collaboration with DXC and was deployed in just 4 months.

DXC Technology’s AI-Powered Tendia Solution Slashes Bid Writing Time for Ventia

An IT security specialist inspecting a corporate network server for any malicious activity.

It works by automating the time-consuming process of sourcing and synthesizing information from extensive document libraries. Tendia allows their teams to focus on higher-value work, deliver more accurate proposals, and respond more quickly to multi-million-dollar tenders.

DXC Technology Company (NYSE:DXC) provides IT services and solutions internationally.

While we acknowledge the potential of DXC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.



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Tools & Platforms

DXC Technology’s AI-Powered Tendia Solution Slashes Bid Writing Time for Ventia

Published

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DXC Technology Company (NYSE:DXC) is one of the cheap IT stocks hedge funds are buying. On July 3, DXC Technology announced the deployment of an AI-driven bid writing solution called Tendia for Ventia. Ventia is one of the largest essential infrastructure service providers in Australia and New Zealand.

The new platform significantly reduces the time required to draft initial bid responses for major infrastructure contracts, cutting it from days to minutes, thereby enhancing Ventia’s ability to quickly respond to complex and high-value tenders. The Tendia solution was developed in collaboration with DXC and was deployed in just 4 months.

DXC Technology’s AI-Powered Tendia Solution Slashes Bid Writing Time for Ventia

An IT security specialist inspecting a corporate network server for any malicious activity.

It works by automating the time-consuming process of sourcing and synthesizing information from extensive document libraries. Tendia allows their teams to focus on higher-value work, deliver more accurate proposals, and respond more quickly to multi-million-dollar tenders.

DXC Technology Company (NYSE:DXC) provides IT services and solutions internationally.

While we acknowledge the potential of DXC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.



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Retail accelerates investments in generative AI

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Dive Brief:

  • Over half (56%) of retail organizations have upped their generative AI investments compared to last year, according to a report by Capgemini.
  • Retail is among the top five industries most advanced in adopting AI agents, with 18% having implemented AI agents or multiagent systems, according to the report.
  • Across industries, around 40% of organizations tracking ROI expect to achieve positive returns from AI within one to three years. 

Dive Insight:

Generative AI has dominated the retail landscape with its various use cases from content creation to consumer-facing tools and more. As companies like Walmart and Target lean further on generative AI, the tech is making its mark in both how customers interact with retailers and behind-the-scenes workflows.

“Gen AI and agentic AI have unique capabilities, making them suitable for specific, non-overlapping tasks,” Sahil Chandratre, head of strategy, analytics and consumer insights for Reliance Retail, said in a statement. “For example, Gen AI is capable of addressing front-end tasks like customer communication and scheduling, and agentic AI is great at handling backend and complex activities such as billing and reconciliation. Systematically deploying the two in relevant areas can lead to synergies and streamlined workflows.”

When H&M introduced an AI-powered HR agent to streamline recruitment and candidate experience, it reduced time-to-hire by 43%, the report found. Additionally, employee attrition decreased by 25%. 

Deploying different uses for AI is a balance Walmart and Amazon, among other companies, have attempted to strike. 

Walmart’s generative AI shopping assistant Sparky, announced last month, can summarize reviews and help shoppers plan purchases. Amazon continues to push its own generative AI, including by introducing its next-generation Alexa+ assistant in February. Overall, shoppers are increasingly buying from generative AI’s product recommendations

Meanwhile, companies like Visa and Mastercard are racing to create agentic AI tools that will perform as personal shopping assistants

The shopping journey has become far more automated than some consumers may prefer. A recent KPMG report found that some shoppers may not fully trust AI or be comfortable with advanced shopping technology, like allowing AI to analyze personal customer data.



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