TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to ...

The best Stratechery content from the week of January 19, 2025, including Netflix questions, what TSMC means to AI, and some basketball ...

The first live sporting event was broadcast in the Vision Pro, and it’s a big disappointment. The experience could be amazing ...

The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic ...

Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means ...

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader. OpenAI finally announced that ...

OpenAI finally announced that ads are coming to ChatGPT. It’s an important step, but one with far more risk given the delay — and the delay means the ads aren’t yet the right ones. With Stratechery ...

When I get things wrong — and I was very much wrong about Facebook’s blockchain plans — the reason is usually a predictable one: confirmation bias. That is, I already have an idea of what a company’s ...

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader. OpenAI finally announced that ...

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 ...

Nvidia investors have been in the valley before: This chart, though, is not from the last two years, but rather from the beginning of 2017 to the beginning of 2019; here is 2017 to today: Three big ...