The Intel Split

It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.

OpenSea, Web3, and Aggregation Theory

OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.

Holiday Break: December 22nd to January 4th

Stratechery is on holiday from December 22, 2021 to January 4, 2022; the next Daily Update will be on Wednesday, January 5. The full Daily Update posting schedule isReading the Stratechery Update or listening to Stratechery Podcast episodes requires a Stratechery subscription. If you already have a subscription, sign in. $120 per year or $12 […]