An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey about how AI labs and hyperscalers are leveraging demand to build ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...

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

While I started Stratechery in 2013 while living in the United States, within months I moved back to Taiwan, which means the vast majority of Stratechery content was written from the other side of the ...

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. Subscribe to Stratechery Plus for ...

Disney made a deal with OpenAI, which both speaks to the durability of Disney’s assets and to OpenAI’s competition with Google. Subscribe to Stratechery Plus for full access. With Stratechery Plus you ...