The best Stratechery content from the week of January 19, 2025, including Netflix questions, what TSMC means to AI, and some basketball ...
TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to ...
The first live sporting event was broadcast in the Vision Pro, and it’s a big disappointment. The experience could be amazing ...
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 ...
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 ...
Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.
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 ...
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