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.
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Anthropic's Safety Superpower(stratechery.com)
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Stratechery essay by Ben Thompson analyzing Intel's struggles, its leadership history, and its foundry strategy.
Intel to Receive $8.5B in Grants to Build Chip Plants(nytimes.com)
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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.
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