TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs ...

SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars ...

An interview with Hugo Barra about Meta’s XR strategy, including where augmented reality fits in the history of computing, what AR apps will look like, and the evolution of hardware, ...

Intel and AMD are coming together to evolve x86; this is a shock given their history, but not a surprise given their reality.

An interview with Eric Seufert about the current state of digital advertising, including Google, TikTok, Meta, AppLovin, Unity, and Netflix, and how advertising will work with AI. Subscribe to ...

U.S. Communications were hacked by China via a purposeful vulnerability put in place by Congress and the FCC. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more.

Tesla has a Robotaxi event, and its current self-driving software is impressive. It's still Level 2, though, and has a long way to go to match Waymo. Starlink, meanwhile, is an example of how Musk ...

An interview with Gregory Allen about U.S. defense and the role that tech plays in overhauling what is a very dysfunctional process. Subscribe to Stratechery Plus to receive full access to Stratechery ...

The injunction against Google in the Epic-Google case are far-reaching, but probably won't have the intended effects in the long run. Subscribe to Stratechery Plus to receive full access to ...

OpenAI DevDay 2024 was yesterday, and it was a stark difference to DevDay 2023. That's a symptom of the wrenching changes OpenAI is undergoing in the wake of the unexpected success of ChatGPT.

Breaking down the Orion demo, how it exposed the problems with the Vision Pro, and where Apple and Meta go next. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot ...