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Apple Vision(stratechery.com)
290 points by simonpure | 381 comments
Google's True Moonshot(stratechery.com)
144 points by scdoshi | 100 comments
Gemini and Google's Culture(stratechery.com)
105 points by mfiguiere | 87 comments
OpenAI's misalignment and Microsoft's gain(stratechery.com)
415 points by todsacerdoti | 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.
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US Intel(stratechery.com)
487 points by maguay | 517 comments
Stratechery article by Ben Thompson analyzing the U.S. government's stake in Intel and the case for it, starting with a steelmanning framing.
Intel to Receive $8.5B in Grants to Build Chip Plants(nytimes.com)
325 points by ece20 | 578 comments
New York Times article reporting Intel will receive $8.5 billion in CHIPS Act grants to build semiconductor plants, announced by President Biden in Arizona.
Nvidia's Risky Business(stratechery.com)
325 points by jonbaer | 157 comments
Stratechery article by Ben Thompson analyzing Nvidia's business risks, opening with a historical anecdote about financier Jay Cooke.
Leaving Intel(brendangregg.com)
319 points by speckx | 186 comments
Brendan Gregg's blog post announcing his resignation from Intel and summarizing his work there on AI flame graphs, eBPF, and cloud strategy.
The new skill in AI is not prompting, it's context engineering(philschmid.de)
832 points by robotswantdata | 467 comments
Blog post by Philipp Schmid arguing that context engineering, supplying LLMs with the right information and tools, matters more than prompting for AI agents.
Coding expertise is going to collapse from AI reliance(larsfaye.com)
490 points by larsfaye | 479 comments
Blog essay by Lars Faye arguing that reliance on AI coding tools removes the friction needed to develop long-term programming expertise.