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 on the Mountaintop(stratechery.com)

86 points by todsacerdoti 3 years ago | 48 comments

Google's True Moonshot(stratechery.com)

144 points by scdoshi 2 years ago | 100 comments

Gemini and Google's Culture(stratechery.com)

105 points by mfiguiere 2 years ago | 87 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