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Jon is about more than semiconductors though: he’s made videos about other tech topics like The Tragedy of Compaq, and non-tech topics like Japanese Whisky and Taiwan convenience stores. In short, Jon ...

Stratechery is on holiday from December 23, 2024 to January 6, 2025; the next Stratechery Update will be on Tuesday, January 7. In addition, the next episode of Sharp Tech will be on Monday, January 6 ...

The Biden administration has a raft of new regulations aimed at limiting AI exports; the motivation makes sense, but the precedent and second-order effects are worrisome.

Box’s route to its IPO, ten years ago this month, was a difficult one: the company first released an S-1 in March 2014, and potential investors were aghast at the company’s mounting losses; the ...

The TikTok ban is approaching; what happens if the service actually goes away? Then, why China will misunderstand the Xiaolongshu phenomenon ...

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.

An interview with Anduril co-founder Brian Schimpf about the Lattice SDK, competing for the Collaborative Combat Aircraft Program, and building AI with Palantir. Subscribe to Stratechery Plus for full ...