Articles from stratechery.com

Articles from stratechery.com

The US chip situation is precarious and requires bold moves like ending the China chip ban and building more trailing edge fabs in the US (stratechery.com)
2025-2-26 China Ban

Q&A with Uber CEO Dara Khosrowshahi about his move from Expedia to Uber, getting out of the self-driving market, Uber becoming an aggregator, and more (stratechery.com)
2025-2-16 Uber

An in-depth look at DeepSeek: DeepSeekMoE and DeepSeekMLA, cheap V3 training, the US chip ban, “distillation” from other models, Nvidia impact, AGI, and more (stratechery.com)
2025-1-28 Ban Nvidia

How generative AI may bridge current computing paradigms to future innovations, especially in wearables, which will benefit from context-aware user interfaces (stratechery.com)
2024-12-3 AI

Why Meta is well positioned to be AI's main beneficiary in the short, medium, and long term: generative AI, ads, infinite content, XR, “generative UI”, and more (stratechery.com)
2024-10-30 AI

An interview with Salesforce CEO Marc Benioff on his background and the founding of Salesforce, his vision for AI, Agentforce, data and disruption, and more (stratechery.com)
2024-10-27 Interview AI Salesforce

Q&A with Meta CTO Andrew Bosworth on Orion, Reality Labs, building News Feed, competing with Apple, developers, the AR and VR bifurcation, Ray-Ban, and more (stratechery.com)
2024-9-26 VR Apple Ban AR

AI's first wave of successful implementation will probably look more like the first wave of computing, which was led by enterprise installations that cut jobs (stratechery.com)
2024-9-25 AI

Intel should spin off its foundry business, and the US government should subsidize cutting-edge chipmaking in the US via purchase guarantees for US-made chips (stratechery.com)
2024-9-4 Intel

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