Meta is up, despite massive CapEx plans. The company is turning every dial to drive revenue, because Mark Zuckerberg thinks winning in AI is existential.
An interview with Kalshi co-founder and CEO Tarek Mansour about the value of prediction markets. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery ...
If hyperscalers and chip companies don’t build up a TSMC competitor they are set to forego billions of dollars in revenue and ...
TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to ...
Intel’s earnings were disappointing because the company is missing a huge opportunity by virtue of selling off its capacity.
The best Stratechery content from the week of January 19, 2025, including Netflix questions, what TSMC means to AI, and some basketball ...
OpenAI finally announced that ads are coming to ChatGPT. It’s an important step, but one with far more risk given the delay — and the delay means the ads aren’t yet the right ones. With Stratechery ...
Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means retreating from Reality Labs. Subscribe to Stratechery Plus for full access.
TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader. OpenAI finally announced that ...
TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader. OpenAI finally announced that ...
TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader. OpenAI finally announced that ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results