Ben Thompson
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TSMC Earnings, The TSMC Brake Revisited, Why AI Needs Foundry Competition
TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader.
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Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram
OpenAI finally announced that ads are coming to ChatGPT. It’s an important step, but one with far more risk given the delay — and the delay means the ads aren’t yet the right ones.
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2026.03: Technology Doings
The best Stratechery content from the week of January 12, 2026, including what technology did for United, what it is doing to legacy media, and what it should do for Apple.
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An Interview with United CEO Scott Kirby About Tech Transformation
An interview with United CEO Scott Kirby about how rebuilding United’s technical infrastructure laid the foundation for transforming the airline.
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Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol
The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic playbook with Universal Commerce Protocol.
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Apple: You (Still) Don’t Understand the Vision Pro
The first live sporting event was broadcast in the Vision Pro, and it’s a big disappointment. The experience could be amazing, but Apple actively ruins it.
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2026.02: AI Power, Now and In 100 Years
The best Stratechery content from the week of January 5, 2026, including whether AI will replace humans, the future of power generation, and what China thinks of what happened in Caracas.
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Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo
Nvidia’s CES announcements didn’t have much for consumers, but affects them all the same.