TSMC is making new trailing edge fabs in Japan; Google made a new system-on-a-chip that is less than it seems, but it explains why Qualcomm is getting squeezed
Quick notes on Apple’s MacBook Pro event, then a discussion of why there is a Bitcoin Futures ETF but not one for Bitcoin itself.
The current technological revolution is probably still in deployment, not mature; cypto, meanwhile, is waiting on a key input. Then, the Stratechery publishing schedule is undergoing a big change.
Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
Discussion about China’s tech crackdown, the impact on entrepreneurship, and the difference between hard tech and consumer tech.
More on tech epochs, including why Coinbase’s regulatory battles — which it will likely lose — are evidence it is an app-platform, the opposite of crypto’s decentralization promise.
More from Apple about why they chose the approach to scanning for CSAM that they did; then, why NFTs reliance on standard formats makes them more valuable, not less.
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
A discussion with Google CEO Sundar Pichai about Google as answering machine, its deals with publishers, privacy, and productivity.
Good morning, Former President Donald Trump, who is not yet allowed back on Facebook, has a new blog! I actually think the format — it’s kind of like a Micro.blog, with Twitter and Facebook share links (but unfortunately no RSS) — is a good match for Trump’s style; more importantly, it’s a good reminder that […]