Articles
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AI Promise and Chip Precariousness
The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.
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Deep Research and Knowledge Value
Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.
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DeepSeek FAQ
DeepSeek has completely upended people’s expectations for AI and competition with China. What is it, and why does it matter?
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The 2024 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2024.
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Intel’s Death and Potential Revival
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.
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A Chance to Build
Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something new.
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Elon Dreams and Bitter Lessons
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