Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs ...
The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built ...
The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer ...
Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something ...
Apple's earnings reflect the company's device-centric approach to AI; then, the widescreen Mac display is the Vision Pro's ...
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 ...
Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the ...
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
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