Stratechery by Ben Thompson – On the business, strategy, and …
Third, reasoning models like R1 and o1 derive their superior performance from using more compute. To the extent that increasing the power and capabilities of AI depend on more compute is the extent that Nvidia stands to benefit! Still, it’s not all rosy. At a minimum DeepSeek’s efficiency and broad availability cast significant doubt …
The 2024 Stratechery Year in Review
Dec 19, 2024 · Stratechery, incredibly enough, has been my full-time job for over a decade; this is the 12th year-in-review. Here are the previous editions:
Daily Update – Stratechery by Ben Thompson
Jan 28, 2025 · Trump’s new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on effects on Amazon and Meta. An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects ...
An Interview with AMD CEO Lisa Su About Solving Hard Problems
Jun 6, 2024 · An interview with AMD CEO Lisa Su about her path to AMD, turning around the chip maker, the AI opportunity, and competing with Nvidia.
Intel’s Death and Potential Revival – Stratechery by Ben Thompson
Dec 9, 2024 · Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.
The Apple Vision Pro - Stratechery by Ben Thompson
Feb 6, 2024 · The Apple Vision Pro is a disappointment for productivity, in part because of choices made to deliver a remarkable entertainment experience. Plus, the future of AR/VR for Apple and Meta.
Elon Dreams and Bitter Lessons – Stratechery by Ben Thompson
Oct 15, 2024 · SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars
An Interview with Byrne Hobart About Bubbles and Escaping …
Nov 21, 2024 · An interview with The Diff’s Byrne Hobart about his new book, Boom: Bubbles and the End of Stagnation
The Anduril Lattice SDK, Understanding Lattice, Anduril + Palantir ...
Dec 16, 2024 · Anduril announced the Lattice SDK, which isn’t as exciting as a new weapon, but is in fact much more important for the future of the U.S. military
Rapidus, The End of Economic Rationality, AI Disruption
Dec 18, 2024 · Rapidus, Japan’s new foundry on the leading edge, doesn’t make economic sense; it is one of many examples in that regard, as the world enters a new age of uncertainty and AI.