This year Stratechery published 29 free Articles, 109 subscriber Updates, and 40 Interviews. Today, as per tradition, I ...

Rapidus, Japan’s new foundry on the leading edge, doesn’t make economic sense; it is one of many examples in that regard, as the world enters a new age of uncertainty and AI.

On the business, strategy, and impact of technology.

Stratechery is on holiday from December 23, 2024 to January 3, 2025; the next Stratechery Update will be on Monday, January 6.

Anduril announced the Lattice SDK, which isn't as exciting as a new weapon, but is in fact much more important for the future of the U.S. military Subscribe to Stratechery Plus to receive full access ...

Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search. Subscribe to Stratechery Plus ...

In the beginning was the mainframe. These were hardly computers as we know them today, but rather calculation machines that took in reams of data (via punch cards or magnetic tape) and returned ...

In 1980 IBM, under pressure from its customers to provide computers for personal use, not just mainframes, set out to create the IBM PC; given the project’s low internal priority but high external ...

Pat Gelsinger is out as Intel CEO. It seems likely that the board has cold feet about the foundry business, and a split may be forthcoming. Subscribe to Stratechery Plus to receive full access to ...

Stratechery is on break and will return Monday, January 6th. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, ...