Google I/O and the Coming AI Battles(stratechery.com)

157 points by Amorymeltzer 3 years ago | 148 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.

Attenuating Innovation (AI)(stratechery.com)

87 points by todsacerdoti 3 years ago | 31 comments

An interview with AMD CEO Lisa Su about solving hard problems(stratechery.com)

212 points by wallflower 2 years ago | 166 comments

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.

Apple Vision(stratechery.com)

290 points by simonpure 3 years ago | 381 comments