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.

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.

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

27 points by marban 3 years ago | 33 comments

Nvidia on the Mountaintop(stratechery.com)

86 points by todsacerdoti 3 years ago | 48 comments

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

157 points by Amorymeltzer 3 years ago | 148 comments

It's OpenAI's world, we're just living in it(stratechery.com)

104 points by feross 1 year ago | 217 comments