Google, Nvidia, and OpenAI(stratechery.com)

230 points by tambourine_man 10 months ago | 208 comments

Anthropic's Safety Superpower(stratechery.com)

187 points by swolpers 4 months ago | 162 comments

Apple and a hacker's future(stratechery.com)

275 points by maguay 21 days ago | 235 comments

Stratechery essay by Ben Thompson about his computer getting hacked via a vulnerability reported by Ars Technica, and what it means for Apple and hackers.

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.

US Intel(stratechery.com)

487 points by maguay 1 year ago | 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.

The iPhone's Last Stand?(stratechery.com)

170 points by swolpers 4 months ago | 208 comments