Nvidia is licensing Groq’s technology and hiring most of its employees; it’s the most potent application of tech’s don’t-call ...

Warner Bros. started with distribution. Just after the turn of the century, Harry, Albert, Sam, and Jack Warner bought a second-hand projector and started showing short films in Ohio and Pennsylvania ...

ChatGPT Image 1.5 launched, and while it seems comparable to Gemini’s Nano Banana Pro, the product around it shows OpenAI’s advantages. Then, Apple v. Epic rolls on. An interview with Rivian founder ...

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.

One of the oldest and most fruitful topics on Stratechery has been the evolution of the content industry, for two reasons: first, it undergirded the very existence of Stratechery itself, which I’ve ...

The Trump administration has effectively unwound the Biden era chip controls by selling the H200 to China; I agree with the decision, which is a return to longstanding U.S. policy. A twice-weekly ...

Action is happening up-and-down the LLM stack: Nvidia is making deals with Intel, OpenAI is making deals with Oracle, and Nvidia and OpenAI are making deals with each other. Nine years after Nvidia ...

Look, this is going to sound crazy. But know this: I would not be talking about Bing Chat for the fourth day in a row if I didn’t really, really, think it was worth it. This sounds hyperbolic, but I ...

Stratechery has benefited from a Meta cheat code since its inception: wait for investors to panic, the stock to drop, and write an Article that says Meta is fine — better than fine even — and sit back ...

Yesterday Anthropic released Claude Sonnet 3.7; Dylan Patel had the joke of the day about Anthropic’s seeming aversion to the number “4”, which means “die” in Chinese: Anthropic is also a chinese ai ...

It happened to be Wednesday night when my daughter, in the midst of preparing for “The Trial of Napoleon” for her European history class, asked for help in her role as Thomas Hobbes, witness for the ...