With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...

OpenAI’s Stargate announcement and revised deal with Microsoft mark the end of the relevant portion of their partnership. DeepSeek, a Chinese company, has a reasoning model similar to o1, except that ...

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. A ...

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.

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 ...

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.

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, ...