Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs ...

The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built ...

Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something ...

The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer ...

Apple's earnings reflect the company's device-centric approach to AI; then, the widescreen Mac display is the Vision Pro's ...

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura ...

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the ...

An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.

AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.