Daily Update
Archive of Daily Emails for Stratechery Members
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The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley
The Jensen Huang story got worse for him on Monday; the real risk for Huang is governance, even more than national security. Who benefits?
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Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness
Nvidia CEO Jensen Huang admitted to an affair with a Chinese spy, and that might not be the end of his troubles. I hope he survives, but his influence will never be the same.
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Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response to AI
Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery
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An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI
An interview with Intuit CEO Sasan Goodarzi about the working for one of tech’s oldest software companies, and how Intuit is leaning into the AI paradigm shift.
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Apple Earnings, Memory Problems, The Hardware Company Regression
Apple’s earnings suggest that the company’s hardware business is doing better than ever, even in the face of memory challenges. Does the software story help or hurt?
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Sharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything, and Brewers!
Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery.
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An Interview with Palantir CTO Shyam Sankar About the AI Religious War
An interview with Palantir CTO Shyam Sankar about AI diffusion and safety, forward-deployed engineer, and what the battle in tech is actually about.
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Anthropic S-1, The Cost of Compute, Who Is Paying?
Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.