OpenAI is now offering ChatGPT Pro for $200/month, along with the full release of its o1 model. It also released Sora, its ...
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.
Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.
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.
Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have ...
The DOJ's remedy in the Google case don't address the crime, and seem more focused on destroying value that Google built fairly. Subscribe to Stratechery Plus to receive full access to Stratechery and ...
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis. Subscribe to Stratechery Plus to receive full access to Stratechery ...
The Tyson-Paul boxing match was Netflix's biggest event yet, as the company draws increasingly clear lines between customer acquisition and churn mitigation. Subscribe to Stratechery Plus to receive ...
AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business. Subscribe to Stratechery Plus to receive full access to Stratechery and a ...