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 ...
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 ...
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