An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
Apple’s earnings reflect the company’s device-centric approach to AI; then, the widescreen Mac display is the Vision Pro’s ...
AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.
Shopify is back to sustained growth thanks to discovering the leverage of software. Subscribe to Stratechery Plus to receive ...
President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes all in ...
Microsoft's latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support. Subscribe to Stratechery Plus to ...
On the business, strategy, and impact of technology.
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