An interview with Daniel Gross and Nat Friedman about Stargate, DeepSeek, and where the margins and moats will come with models.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

DeepSeek, a Chinese company, has a reasoning model similar to o1, except that it is actually open. An interview with Asianometry founder Jon Yu about starting and running a successful YouTube channel, ...

Jon is about more than semiconductors though: he’s made videos about other tech topics like The Tragedy of Compaq, and non-tech topics like Japanese Whisky and Taiwan convenience stores. In short, Jon ...

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.

Stratechery is on holiday from December 23, 2024 to January 6, 2025; the next Stratechery Update will be on Tuesday, January 7. In addition, the next episode of Sharp Tech will be on Monday, January 6 ...

Box’s route to its IPO, ten years ago this month, was a difficult one: the company first released an S-1 in March 2014, and potential investors were aghast at the company’s mounting losses; the ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

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.