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Original Newsletter

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Stratechery

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Today

Tech Philosophy and AI Opportunity

Why AI talent is commanding athlete-level salaries and what it means for Big Tech

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Everything important, nothing more

Key Takeaways
🏃 AI talent scarcity drives salaries to athlete levels - teams bidding for same game-changing players
🍎 Apple's AI reluctance explained: Tool philosophy + limited business impact = conservative GPU/talent spending
🎯 Meta's aggressive hiring from Apple shows philosophical divide: computers-do-things vs computers-as-tools
🔄 Amazon going MCP-first - turning thousands of APIs into MCP servers, leading global adoption
AI Analysis

📊 The AI talent war reveals deeper philosophical divisions in tech. Companies viewing AI as transformative (Meta, Google) invest heavily, while tool-focused companies (Apple) remain conservative. This isn't just about money - it's about fundamental beliefs on technology's role.

Action Items
💡 Companies must clarify their AI philosophy before talent strategy
🚀 Consider MCP adoption if you have existing APIs
⚡ Watch for talent flows as indicator of company AI commitment

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