If hyperscalers and chip companies don’t build up a TSMC competitor they are set to forego billions of dollars in revenue and ...

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to ...

The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic ...

Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means ...

The best Stratechery content from the week of January 19, 2025, including Netflix questions, what TSMC means to AI, and some basketball ...

OpenAI finally announced that ads are coming to ChatGPT. It’s an important step, but one with far more risk given the delay — and the delay means the ads aren’t yet the right ones. With Stratechery ...

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to facilitate competition for the foundry leader. OpenAI finally announced that ...

The first live sporting event was broadcast in the Vision Pro, and it’s a big disappointment. The experience could be amazing ...

Pity the paradox of the content producer in the age of AI. On one hand, AI is one of the greatest gifts ever in terms of topics to cover. The 2025 Stratechery Year in Review was, just like 2024 and ...