Apple and a hacker's future(stratechery.com)
275 points by maguay | 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.
#stratechery on Hacker News
6 stories tagged stratechery, newest first.
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.
Who's afraid of Chinese models?(stratechery.com)
924 points by mfiguiere | 785 comments
Stratechery article by Ben Thompson examining Chinese AI models and the strategic concerns and debates surrounding them.
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's Humbling(stratechery.com)
501 points by jseliger | 354 comments
Stratechery essay by Ben Thompson analyzing Intel's struggles, its leadership history, and its foundry strategy.
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.