AWS' re:Invent keynote was predicated on the idea that AI becomes a commodity, not something eternally special. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more ...

Pat Gelsinger is out as Intel CEO. It seems likely that the board has cold feet about the foundry business, and a split may be forthcoming.

Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.

Nvidia's results continue to be best understood by the imbalance between supply and demand; that story, though, differs ...

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura ...

The DOJ's remedy in the Google case don't address the crime, and seem more focused on destroying value that Google built fairly. Subscribe to Stratechery Plus to receive full access to Stratechery and ...

Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have ...

An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis. Subscribe to Stratechery Plus to receive full access to Stratechery ...

The Tyson-Paul boxing match was Netflix's biggest event yet, as the company draws increasingly clear lines between customer acquisition and churn mitigation. Subscribe to Stratechery Plus to receive ...