Intel’s earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?

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 ...

The elevation of John Ternus suggests that Apple’s future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.

An interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus my thoughts on OpenAI and Microsoft’s new deal.

Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.

Sharp Text Sharp Text is an extension of GOAT, Sharp Tech and Sharp China, where Andrew writes about basketball, technology, and US-China relations with weekly posts. Asianometry Audio and transcripts ...

Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.

Breaking down OpenAI’s internal memo about taking on Anthropic in the enterprise. With Stratechery Plus you get access to the ...

Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.

Anthropic CEO Dario Amodei never appeared on the TBPN podcast; now that it has been acquired by OpenAI, he probably never will Welcome back to This Week in Stratechery! As a reminder, each week, every ...