Anthropic's Safety Superpower(stratechery.com)

187 points by swolpers 4 months ago | 162 comments

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

Sora, AI Bicycles, and Meta Disruption(stratechery.com)

65 points by feross 1 year ago | 41 comments

TSMC Risk(stratechery.com)

95 points by swolpers 9 months ago | 57 comments