Countries
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The U.K. Demands Back Door From Apple, Elon Musk’s OpenAI Bid
The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.
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Google Earnings, Search Status, China Antitrust Actions
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.
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Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation
I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation.
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An Interview with Matthew Ball About the Gaming Slump
An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.
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DeepSeek FAQ
DeepSeek has completely upended people’s expectations for AI and competition with China. What is it, and why does it matter?
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Stargate, The End of Microsoft and OpenAI
OpenAI’s Stargate announcement and revised deal with Microsoft mark the end of the relevant portion of their partnership.
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Stratechery Updates, DeepSeek-R1, DeepSeek Implications
DeepSeek, a Chinese company, has a reasoning model similar to o1, except that it is actually open.
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An Interview with Jon Yu About YouTube and Making Semiconductors
An interview with Asianometry founder Jon Yu about starting and running a successful YouTube channel, how semiconductors are made, and the past and future of Intel and TSMC.