An interview with Kalshi co-founder and CEO Tarek Monsour about the value of prediction markets. With Stratechery Plus you ...

If hyperscalers and chip companies don’t build up a TSMC competitor they are set to forego billions of dollars in revenue and ...

Intel’s earnings were disappointing because the company is missing a huge opportunity by virtue of selling off its capacity.

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to ...

The best Stratechery content from the week of January 19, 2025, including Netflix questions, what TSMC means to AI, and some basketball ...

OpenAI finally announced that ads are coming to ChatGPT. It’s an important step, but one with far more risk given the delay — and the delay means the ads aren’t yet the right ones. With Stratechery ...

Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means retreating from Reality Labs. Subscribe to Stratechery Plus for full access.

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader. OpenAI finally announced that ...

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader. OpenAI finally announced that ...

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader. OpenAI finally announced that ...

An interview with United CEO Scott Kirby about how rebuilding United’s technical infrastructure laid the foundation for transforming the airline. Mark Zuckerberg announced Meta Compute, a bet that ...