~stratechery | Bookmarks (14)

An interview with Asianometry founder Jon Yu about starting and running a successful YouTube channel, how semiconductors are made, and the past and future of Intel and TSMC.

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

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.

o1/o3 points the way to AGI, which is AI that can complete tasks; it may take longer for most companies to adopt them than you might think — just look at digital advertising.

Stratechery is on holiday from December 23, 2024 to January 3, 2025; the next Stratechery Update will be on Monday, January 6. In addition, the next episode of Sharp Tech will be on Monday, January 6, the next episode of Dithering will be on Tuesday, January 7. Sharp China will return the week of January […]

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.

Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.

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.

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

The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.