Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.

Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.

IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize. Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

Nvidia and the Future of Inference. ChatGPT arrived in November 2023, Nvidia became one of the most valuable companies on earth shortly thereafter, and practically every day since, analysts have been ...

Microsoft’s Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.