The clarifications of the China Chip Ban were in-line with expectations, and Nvidia's workaround is similarly unsurprising. China's means of retaliation, though, may hit Intel.
Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more.
If you already have a subscription, sign in.
The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly Stratechery Articles). If you enjoy Stratechery Articles you will love the Stratechery Update.
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 Behrens Wu, and Shishir Mehrotra; and discussions with fellow analysts like Eric Seufert, Matthew Ball, and Bill Bishop.
Sharp Tech is a podcast from Andrew Sharp and myself discussing how technology works and the ways it impacts our lives; there is one free weekly show and one paid show that features listeners questions.
Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its impact on society.
Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form here.
Once you are subscribed, please visit your Delivery Preferences where you will find easy-to-follow instructions for adding Stratechery Podcasts to your favorite podcast player.
Yes! Create a Stratechery Passport account, go to Delivery Preferences, and add your personalized RSS feed. Free accounts will have access to Weekly Articles, while subscribers will have access to the Daily Update as well.
No, the Stratechery Update and Stratechery Podcast are intended for one subscriber only. Sharing emails, using shared inboxes, or sharing RSS feeds is a violation of Stratechery’s Terms of Service, and your account may be suspended or your RSS feed reset. Of course occasional forwarding of the Stratechery Update to interested friends or colleagues is totally fine.
Yes! Just go to your account page, choose the ‘Subscriptions’ tab, and click the Annual upgrade button. You will be charged immediately, with a prorated discount applied for the remainder of your current monthly plan.
Stratechery is purposely kept at a low price — thousands of dollars less than other analyst reports or newsletters — to ensure it is accessible to everyone, including students.
I am happy to create an invoice to your specification for annual subscribers; however, it is simply not viable for me to offer this service to monthly subscribers. Therefore, if you need a custom invoice please subscribe or switch to an annual subscription and contact Stratechery.