With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

An interview with Daniel Gross and Nat Friedman about Stargate, DeepSeek, and where the margins and moats will come with models.

Stratechery is on holiday from December 23, 2024 to January 6, 2025; the next Stratechery Update will be on Tuesday, January 7. In addition, the next episode of Sharp Tech will be on Monday, January 6 ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

The Biden administration has a raft of new regulations aimed at limiting AI exports; the motivation makes sense, but the precedent and second-order effects are worrisome. o1/o3 points the way to AGI, ...

An interview with Asianometry founder Jon Yu about starting and running a successful YouTube channel, how semiconductors are made, and the past and future of Intel and TSMC. Subscribe to Stratechery ...

Back in 2022, I rebranded a Stratechery subscription as Stratechery Plus, a bundle of content that would enhance the value of your subscription; today the bundle includes: I am blessed most of all, ...