An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey about how AI labs and hyperscalers are leveraging demand to build ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...

Nvidia is licensing Groq’s technology and hiring most of its employees; it’s the most potent application of tech’s don’t-call ...

It’s a rather motley crew. One is a nurse, another a lawyer, a third an investment adviser. There are three programmers, a soldier, and a data scientist. An entrepreneur, a consultant, and, I just ...

The big news, in case you haven’t yet heard: John Gruber and I have launched a new podcast called Dithering: Dithering costs $5/month or $50/year. If you’re a Stratechery subscriber, it costs $3/month ...

I have, as you might expect, authored several versions of this Article, both in my head and on the page, as the most extraordinary weekend of my career has unfolded. To briefly summarize: On Friday, ...

It really was jarring to see those employment figures the same week that tech company after tech company reported mostly disappointing earnings, and worse forecasts, all on the heels of layoffs. Even ...

When I get things wrong — and I was very much wrong about Facebook’s blockchain plans — the reason is usually a predictable one: confirmation bias. That is, I already have an idea of what a company’s ...

In 2017 BuzzFeed CEO Jonah Peretti declared that “if you’re thinking about an electorate and you’re thinking about the public and you’re thinking about people being informed, the subscription model in ...

Circuit Judge Consuelo M. Callahan, in last week’s decision by the Court of Appeals for the Ninth Circuit, reversing the District Court’s ruling that Qualcomm was guilty of antitrust violations, ...