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  • By Ben Thompson
    • About
    • Email/RSS
    • @benthompson
  • Explore
    • Concepts
    • Companies
    • Topics
  • More by Ben Thompson
    • Updates
    • Interviews
    • Year in Review
    • All Articles

Latest Podcast

  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution
Companies

Groq

  • Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

    Wednesday, March 18, 2026

    Listen to Podcast

    GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all customers.


  • An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

    Tuesday, March 17, 2026

    Listen to Podcast

    An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia’s true nature.


  • Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense

    Tuesday, January 6, 2026

    Listen to Podcast

    Nvidia is licensing Groq’s technology and hiring most of its employees; it’s the most potent application of tech’s don’t-call-it-an-acquisition deal model yet.


  • An Interview with Nat Friedman and Daniel Gross Reasoning About AI

    Thursday, February 29, 2024

    Listen to Podcast

    An interview with Nat Friedman and Daniel Gross about Gemini, Groq, Sora, Mistral, and why the next big breakthrough is AI that can reason.


  • Groq Costs, Gemini Pro 1.5, Google’s Timidity

    Wednesday, February 21, 2024

    Listen to Podcast

    Groq is expensive and might not scale; that’s not a problem for Google, and Gemini Pro 1.5 shows what is possible with their infrastructure. The company’s manipulation of Gemini, though, shows the company’s timidity.


  • Sora, Groq, and Virtual Reality

    Tuesday, February 20, 2024

    OpenAI’s new video model and a new chip for Groq are important developments in not just AI but also virtual reality.


  • Second-Generation TensorFlow Processing Units, What are TPUs?, Groq

    Monday, May 22, 2017

    Perhaps the most interesting announcement at Google I/O were the second generation Tensor Processing Units and their integration into Google’s cloud. Plus, a competitor looms.


Stratechery Plus

Updates

  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

    Wednesday, April 15, 2026
View All

Stratechery Plus

Podcasts

  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution
  • Vibe App Quality

    Dithering | Apr 17
    Vibe App Quality
  • (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

    Sharp Tech | Apr 17
    (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

Stratechery Plus

Interviews

  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
View All

Sharp Text

Articles

  • What the NBA Needs Right Now Is Anyone But OKC
    Friday, April 17, 2026
  • Hormuz, Rushmore and a Sam Altman Story That Missed the Story
    Friday, April 10, 2026
  • A Snap of Oversteer
    Friday, April 3, 2026
View All

More by Ben Thompson

Year in Review

The most popular and most important posts on Stratechery by year.

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All Articles

Explore all free articles on Stratechery.

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All Content

Explore all posts on Stratechery.

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Stratechery Plus

UpdateS

  • TSMC Earnings, New N3 Fabs, The Nvidia Ramp

    Monday, April 20, 2026
  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

    Wednesday, April 15, 2026
View All

Stratechery Plus

Podcasts

  • Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

    Greatest Of All Talk | Apr 17
    Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution
  • Vibe App Quality

    Dithering | Apr 17
    Vibe App Quality
  • (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

    Sharptech | Apr 17
    (Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

Stratechery Plus

Interviews

  • An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

    Thursday, April 16, 2026
  • An Interview with Asymco’s Horace Dediu About Apple at 50

    Thursday, April 2, 2026
  • An Interview with Arm CEO Rene Haas About Selling Chips

    Thursday, March 26, 2026
View All

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