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.

Nvidia's Risky Business(stratechery.com)

325 points by jonbaer 2 months ago | 157 comments

Stratechery article by Ben Thompson analyzing Nvidia's business risks, opening with a historical anecdote about financier Jay Cooke.

Apple Vision(stratechery.com)

290 points by simonpure 3 years ago | 381 comments

Stratechery Year in Review(stratechery.com)

109 points by todsacerdoti 2 years ago | 31 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.

Attenuating Innovation (AI)(stratechery.com)

87 points by todsacerdoti 3 years ago | 31 comments