An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already ...

OpenAI is now offering ChatGPT Pro for $200/month, along with the full release of its o1 model. It also released Sora, its ...

GM killed Cruise’s robotaxi ambitions, which were never a good match; then, mapping out a future robotaxi world.

Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.

Pat Gelsinger is out as Intel CEO. It seems likely that the board has cold feet about the foundry business, and a split may be forthcoming.

AWS' re:Invent keynote was predicated on the idea that AI becomes a commodity, not something eternally special. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more ...

An interview with Tae Kim about his new book, The Nvidia Way, and how Jensen Huang built Nvidia to continuously invent the future.

In the beginning was the mainframe. These were hardly computers as we know them today, but rather calculation machines that took in reams of data (via punch cards or magnetic tape) and returned ...

On the business, strategy, and impact of technology.