| | The Deployment Company, Back to the 70s, Apple and Intel (stratechery.com) |
| 2 points by swolpers 22 hours ago | past | discuss |
|
| | SpaceX and Anthropic, xAI's Two Companies, Elon Musk and SpaceXAI's Future (stratechery.com) |
| 2 points by swolpers 1 day ago | past | discuss |
|
| | The Inference Shift – Stratechery (stratechery.com) |
| 1 point by chermanowicz 2 days ago | past | discuss |
|
| | The Inference Shift (stratechery.com) |
| 18 points by swolpers 2 days ago | past | 1 comment |
|
| | Amazon's Durability (stratechery.com) |
| 2 points by wslh 5 days ago | past | discuss |
|
| | Amazon's Durability (stratechery.com) |
| 4 points by nowflux 8 days ago | past | discuss |
|
| | OpenAI models coming to Amazon Bedrock: Interview with OpenAI and AWS CEOs (stratechery.com) |
| 326 points by translocator 15 days ago | past | 114 comments |
|
| | Tim Cook's Impeccable Timing (stratechery.com) |
| 350 points by hasheddan 22 days ago | past | 416 comments |
|
| | Mythos, Muse, and the Opportunity Cost of Compute (stratechery.com) |
| 1 point by jbernardo95 30 days ago | past |
|
| | Mythos, Muse, and the Opportunity Cost of Compute (stratechery.com) |
| 2 points by swolpers 30 days ago | past |
|
| | An Interview with Asana Founder Dustin Moskovitz about AI, SaaS, and Safety (stratechery.com) |
| 1 point by theorchid 31 days ago | past |
|
| | Apple's 50 Years of Integration (stratechery.com) |
| 2 points by jonbaer 43 days ago | past |
|
| | An Interview with Arm CEO Rene Haas About Selling Chips (stratechery.com) |
| 2 points by ingve 48 days ago | past |
|
| | Agents over Bubbles (stratechery.com) |
| 3 points by saikatsg 52 days ago | past |
|
| | Agents over Bubbles (stratechery.com) |
| 5 points by abhis3798 57 days ago | past |
|
| | Agents over Bubbles (stratechery.com) |
| 2 points by jonbaer 58 days ago | past | 1 comment |
|
| | Agents over Bubbles (stratechery.com) |
| 2 points by swolpers 58 days ago | past |
|
| | Books and Blogs (2017) (stratechery.com) |
| 2 points by herbertl 67 days ago | past |
|
| | Anthropic and Alignment (stratechery.com) |
| 3 points by stochastician 72 days ago | past |
|
| | Anthropic and Alignment (Ben Thompson) (stratechery.com) |
| 22 points by toomanybits 72 days ago | past | 17 comments |
|
| | Xbox Replaces Head of Gaming, Xbox History, Whither Xbox (stratechery.com) |
| 2 points by vinnyglennon 75 days ago | past |
|
| | Another Viral AI Doomer Article, the Fundamental Error, DoorDash's AI Advantages (stratechery.com) |
| 1 point by swyx 78 days ago | past |
|
| | Thin Is In (stratechery.com) |
| 4 points by chrisseldo 84 days ago | past |
|
| | Thin Is In (stratechery.com) |
| 3 points by maguay 85 days ago | past |
|
| | Individualized Networks (stratechery.com) |
| 2 points by widenrun 87 days ago | past |
|
| | Microsoft and Software Survival (stratechery.com) |
| 1 point by tosh 3 months ago | past |
|
| | Microsoft and Software Survival (stratechery.com) |
| 2 points by disgruntledphd2 3 months ago | past |
|
| | The Google Squeeze (stratechery.com) |
| 1 point by fanf2 3 months ago | past |
|
| | 2026.05: The Chip Fly in the AI Ointment (stratechery.com) |
| 1 point by feross 3 months ago | past |
|
| | TSMC Risk (stratechery.com) |
| 167 points by swolpers 3 months ago | past | 141 comments |
|
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| More |
