Articles from stratechery.com

Articles from stratechery.com

Agentic inference is set to be different than today's inference, and will change compute infrastructure because speed won't matter when humans aren't involved (stratechery.com)
9 days ago

Q&A with Sam Altman and AWS CEO Matt Garman about OpenAI's new partnership with AWS, Bedrock Managed Agents, Trainium chips, and more (stratechery.com)
22 days ago

Q&A with Google Cloud CEO Thomas Kurian on building infrastructure for AI agents, balancing internal needs and the demands of customers like Anthropic, and more (stratechery.com)
26 days ago Google AI

Tim Cook had an extraordinary run and impeccable timing in stepping down, with Apple in a better place than it has ever been as AI becomes its next big test (stratechery.com)
29 days ago AI Apple Tim Cook

OpenAI buying TBPN makes little sense, par for the course for a company that, like Twitter, stumbled into a big market and may never build a functional business (stratechery.com)
2026-4-7 Twitter

Q&A with Jensen Huang on Nvidia's CUDA core, reasoning and coding, CPUs' role in accelerated computing, Groq, China and the doomers, Nvidia's nature, and more (stratechery.com)
2026-3-17 China Nvidia

Anthropic's concerns are legitimate, but its position is intolerable and misaligned with a reality where US foes are developing autonomous fighting capabilities (stratechery.com)
2026-3-3

TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals (stratechery.com)
2026-1-27 Intel Samsung

Q&A with Netflix co-CEO Greg Peters on Netflix's stock roller coaster, viewer engagement, ads, the WBD acquisition, regulation, competition, Hollywood, and more (stratechery.com)
2026-1-23 Netflix

Even if AI could take over every job, humans will invent new work for themselves, because we value human effort and connection, not just output (stratechery.com)
2026-1-6 AI

Q&A with Rivian founder and CEO RJ Scaringe on founding Rivian in 2009, production challenges, the VW partnership, autonomy, AI, EVs, chips, CarPlay, and more (stratechery.com)
2025-12-17 AI

Netflix changed movie distribution and its executives now think that licensing shows leaves money on the table; YouTube may help Netflix's WBD antitrust case (stratechery.com)
2025-12-8 YouTube Netflix

Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model (stratechery.com)
2025-12-2 Google Nvidia

An interview with Unity CEO Matthew Bromberg on lessons from AOL, the rise of esports, turning around EA's Star Wars: The Old Republic, Zynga, more (stratechery.com)
2025-11-14 Interview

The AI boom is driving coordinated innovation in the US as it builds fabs and energy infrastructure that could have lasting value even if the bubble bursts (stratechery.com)
2025-11-6 Energy AI

Q&A with Asana co-founder Dustin Moskovitz on Facebook, starting Asana, SaaS companies, enterprise AI, the “empty seat problem”, AI modesty, AI safety, and more (stratechery.com)
2025-10-20 SaaS Facebook AI

Q&A with Sam Altman on OpenAI's unifying vision, infrastructure deals, the investor mindset, ChatGPT apps, Instant Checkout, Sora, copyright, feedback, and more (stratechery.com)
2025-10-8

OpenAI's recent deals with Oracle, Nvidia, Samsung, AMD, SK Hynix, and others, plus its DevDay announcements, show it is making a play to be the Windows of AI (stratechery.com)
2025-10-7 Samsung AI Oracle Nvidia AMD

Why YouTube is key to Google's success in AI, with YouTube's AI enhancements making video content more monetizable than text-based content in Search (stratechery.com)
2025-9-28 Google AI YouTube

Q&A with YouTube CEO Neil Mohan on new AI tools to help creators, YouTube's dominance on TVs, helping creators better monetize sponsorships, and more (stratechery.com)
2025-9-19 AI YouTube

The US taking a 10% equity stake in Intel is a terrible idea and a dangerous turn for US industrial policy, but also the least bad idea to make Foundry viable (stratechery.com)
2025-8-26 Intel Equity

Meta's strong Q2 shows it has learned a company must give investors short-term results to get permission for long-term investments, such as its AI ambitions (stratechery.com)
2025-8-15 AI

A look at the AI landscape and its impact on Apple, Google, Meta, Microsoft, and Amazon, as well as the foundation model makers, including OpenAI and Anthropic (stratechery.com)
2025-6-24 Google Amazon Microsoft AI Apple

Apple's WWDC 2025 marked a strategic retreat from its overambitious AI promises; SVP Craig Federighi openly admitted Siri's AI features need more time (stratechery.com)
2025-6-11 AI Apple

The ad-supported web is dying, and the next development to accelerate this may be the agentic web, which Microsoft is pushing via NLWeb and MCP support (stratechery.com)
2025-5-21 Microsoft

Q&A with Jensen Huang on AI in the Middle East, the US Chip Diffusion rule, China, AI and GDP growth, Dynamo and full-stack Nvidia, enterprise, gaming, and more (stratechery.com)
2025-5-19 China AI Nvidia GDP

Q&A with SAP CEO Christian Klein on data security, Databricks partnership, building a “social network for B2B”, positioning SAP as a neutral player, and more (stratechery.com)
2025-5-10

Q&A with Mark Zuckerberg on LlamaCon, Llama API, Meta's AI opportunity, social networking 2.0, Ray-Bans, Apple, the Meta AI app, tariffs, Reality Labs, and more (stratechery.com)
2025-5-1 AI Apple Zuckerberg

Q&A with Dan Kim and Hassan Khan, former officials at the CHIPS Program Office, on subsidizing supply versus coercing demand, the program's future, and more (stratechery.com)
2025-4-21

Q&A with Snowflake CEO Sridhar Ramaswamy on working at Bell Labs and Google, building Neeva, Snowflake's business model and its approach to AI, and more (stratechery.com)
2025-3-28 Google AI

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