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 ...

It was difficult in the beginning to answer the question I got from everyone: what’s it like living in America again? After all, I had been coming back to Wisconsin in the summer for years, and my ...

It’s funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to write an Article entitled It’s Not 1999; that was right then, and it’s ...

There seems, at first glance, to be little in common between the two big stories of the last two weeks. On October 9, China announced expansive export controls on rare earths, which are critical to ...

OpenAI’s flood of announcements is getting hard to keep up with. A selection — not exhaustive! — from just the last month: The last two announcements just dropped yesterday, and actually bring clarity ...

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 ...

I don’t do memes frequently, but I’ve used this one twice: Alas, I think I need to retire it. From the Wall Street Journal: Meta Platforms posted 22% revenue growth in the second quarter, showing its ...

It’s fun — and often accurate — to think of tech companies in pairs. Apple and Microsoft defined the PC market; Microsoft and Intel won it. Google and Meta dominate digital advertising; Apple and ...

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 ...

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 ...

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.