Ben Thompson
-
An Interview with Anduril Co-Founder and CEO Brian Schimpf About Paradigm Shifts
An interview with Anduril co-founder Brian Schimpf about the Lattice SDK, competing for the Collaborative Combat Aircraft Program, and building AI with Palantir.
-
Nvidia at CES, Cosmos and Omniverse, Digits
Nvidia’s keynote at CES demonstrated how it is becoming the transformer company.
-
Holiday Break: December 23rd to January 6th
Stratechery is on holiday from December 23, 2024 to January 6, 2025; the next Stratechery Update will be on Tuesday, January 7. In addition, the next episode of Sharp Tech will be on Monday, January 6, the next episode of Dithering will be on Tuesday, January 7. Sharp China will return the week of January […]
-
The 2024 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2024.
-
Rapidus, The End of Economic Rationality, AI Disruption
Rapidus, Japan’s new foundry on the leading edge, doesn’t make economic sense; it is one of many examples in that regard, as the world enters a new age of uncertainty and AI.
-
Google Announces Veo 2, The Empire Strikes Back, Free ChatGPT Search
Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search.
-
The Anduril Lattice SDK, Understanding Lattice, Anduril + Palantir
Anduril announced the Lattice SDK, which isn’t as exciting as a new weapon, but is in fact much more important for the future of the U.S. military
-
An Interview with Gregory Allen About the State of China Chip Export Controls
An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already declared silicon war.
-
GM Kills Cruise, Fleets Versus Autonomy, Robotaxi Outlook
GM killed Cruise’s robotaxi ambitions, which were never a good match; then, mapping out a future robotaxi world.