An Interview with Marc Andreessen about AI and How You Change the World(stratechery.com)

27 points by marban 3 years ago | 33 comments

Intel's Humbling(stratechery.com)

501 points by jseliger 2 years ago | 354 comments

Stratechery essay by Ben Thompson analyzing Intel's struggles, its leadership history, and its foundry strategy.

OpenAI's misalignment and Microsoft's gain(stratechery.com)

415 points by todsacerdoti 2 years ago | 245 comments

Stratechery article by Ben Thompson analyzing Sam Altman's firing from OpenAI and his move to Microsoft, arguing it is a major win for Microsoft.

Gemini and Google's Culture(stratechery.com)

105 points by mfiguiere 2 years ago | 87 comments

Google's True Moonshot(stratechery.com)

144 points by scdoshi 2 years ago | 100 comments

Integration and Android(stratechery.com)

17 points by feross 2 years ago | 2 comments