2025
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Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain
Tesla is making future chips with Samsung, likely cementing the Korean company as the industry’s second supplier.
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TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI
TSMC and Intel’s approach to backside power are downstream of their cultures: customer-centric versus self-serving. It may doom the latter.
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2025.30: Rumors of Google’s Demise…
The best Stratechery content from the week of July 21, 2025, including exaggerated rumors of Google’s demise, content and community, and computers as entertainment machines.
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Netflix Earnings, Apple and F1
Netflix advertising will change the service; then, F1 might be headed to Apple TV, and it might work.
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2025.29: What It Takes to Change the Web
The best Stratechery content from the week of July 14, 2025, including the economic future of the web, Greatest of All Talk in Las Vegas, and how we cool computers.
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Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI
Cloudflare is unilaterally blocking AI crawlers unless they are willing to pay
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Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi
Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement
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Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem
Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.