An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already ...

GM killed Cruise’s robotaxi ambitions, which were never a good match; then, mapping out a future robotaxi world.

OpenAI is now offering ChatGPT Pro for $200/month, along with the full release of its o1 model. It also released Sora, its ...

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.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The ...

AWS' re:Invent keynote was predicated on the idea that AI becomes a commodity, not something eternally special. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more ...

Pat Gelsinger is out as Intel CEO. It seems likely that the board has cold feet about the foundry business, and a split may be forthcoming. Subscribe to Stratechery Plus to receive full access to ...