All Content
-
Apple’s China Problem, Apple in the Short Term, Tech’s Complement Risk
A focus on the tariff’s impact on Apple specifically, and how Apple itself contributed to China’s technological development.
-
Vacation: March 31st to April 3rd
Stratechery is on vacation from March 31 to April 3; the next Stratechery Update will be on Monday, April 7. There will be still be one Sharp Tech episode on Monday, March 31, and one Dithering episode on Tuesday, April 1. The full Stratechery posting schedule is here.
-
An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI
An interview with Snowflake CEO Sridhar Ramaswamy about taking over Snowflake, focusing on product, and competing in AI.
-
OpenAI’s New Image Model, Graphic Design and Google, More on Security
OpenAI’s new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.
-
The Trump Administration Group Chat, Signal: The Coke of Secure Messaging, Transparency Versus Security
The Trump administration’s Signal gaffe raises fascinating questions about secure messaging and the trade-off inherent in transparency.
-
YouTube TV, Wiz, and Why Monopolies Buy Innovation
Google could aggregate TV, but it might not have the product capability; that’s a convoluted way of explaining why buying Wiz is a good idea
-
An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company
An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.
-
Nvidia GTC and ASICs, The Power Constraint, The Pareto Frontier
Jensen Huang’s GTC keynote was a compelling argument in favor of Nvidia’s position relative to ASICs when it comes to inference.
-
Intel’s New CEO, Reevaluating Gelsinger, Lip-Bu Tan and Cadence
Intel’s new CEO casts Pat Gelsinger’s tenure and firing in a new light: was Intel’s problem simply bad execution?