Stratechery stratechery.passport.online

Personal Day

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·3h

Data Center Discontent, Understanding the Opposition, Fixing the Problem

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·1d·Hacker News

An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference

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·5d

The Deployment Company, Back to the 70s, Apple and Intel

stratechery.com·6d

SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future

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·1w·Hacker News

The Inference Shift

stratechery.com·1w·Hacker News

An Interview with Joanna Stern About Living With AI

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·1w

Microsoft Earnings, Apple Earnings

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·1w

Amazon’s Durability

stratechery.com·2w·Hacker News

Google Earnings, Meta Earnings

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·2w

Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

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·2w

Intel Earnings, Intel’s Differentiation?, Whither Terafab

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·2w

An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

stratechery.com·2w·Hacker News

AI Hardware, Meta Display, Redefining VR and AR

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·3w

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

stratechery.com·3w

John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

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·3w

Tim Cook’s Impeccable Timing

stratechery.com·4w·Hacker News

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

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·4w

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

stratechery.com·4w

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

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·4w

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