Twitter Timelines, Azure and OpenAI, Apple and China

Introducing the Greatest Of All Talk, a new addition to the Stratechery Plus bundle. Then, more on Twitter and Microsoft/OpenAI, plus the Financial Times covers Apple and China.

Chips and China

Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.

More on the China Chip Ban, The AI Focus, Apple and YMTC

More on the China chip ban, including the AI motivation, and how China might interpret things differently. Plus, Apple gets a reminder that there are more considerations than costs.