Stargate, The End of Microsoft and OpenAI

Stratechery Updates, DeepSeek-R1, DeepSeek Implications

An Interview with Jon Yu About YouTube and Making Semiconductors

No Update: Delayed Interview

TikTok Ban Approaches, Generational Implications, Xiaohongshu

AI Diffusion Regulations, Closing Loopholes, The Objections

AI's Uneven Arrival

An Interview with Anduril Co-Founder and CEO Brian Schimpf About Paradigm Shifts

Meta Changes Moderation Policies, Zuckerberg's Journey — and Mine, The Audacity of Copying Well

Nvidia at CES, Cosmos and Omniverse, Digits

Rapidus, The End of Economic Rationality, AI Disruption

Google Announces Veo 2, The Empire Strikes Back, Free ChatGPT Search

The Anduril Lattice SDK, Understanding Lattice, Anduril Palantir

An Interview with Gregory Allen About the State of China Chip Export Controls

GM Kills Cruise, Fleets Versus Autonomy, Robotaxi Outlook

ChatGPT Pro, o1 Pro, Sora

Intel's Death and Potential Revival

An Interview with Tae Kim about Jensen Huang and The Nvidia Way

AWS re:Invent, Nova and Model Choice, AI as Commodity

Gelsinger Out at Intel, What Happened, Ten Years Too Late

The Gen AI Bridge to the Future

Spotify Earnings, Spotify's Video Plans, Spotify's Ad Business

Nvidia Earnings, Strawberry and Video, The Networking Question

An Interview with Byrne Hobart About Bubbles and Escaping Stagnation

DOJ Proposes Google Remedy, Search Data, EU Fines Meta