Stratechery is on vacation from March 31 to April 3; the next Stratechery Update will be on Monday, April 7. There will be still be one Sharp Tech episode on Monday, March 31, and one Dithering ...

OpenAI’s new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.

Intel’s new CEO casts Pat Gelsinger’s tenure and firing in a new light: was Intel’s problem simply bad execution?

Jensen Huang’s GTC keynote was a compelling argument in favor of Nvidia’s position relative to ASICs when it comes to ...

The Trump administration’s Signal gaffe raises fascinating questions about secure messaging and the trade-off inherent in transparency.

Google could aggregate TV, but it might not have the product capability; that’s a convoluted way of explaining why buying Wiz is a good idea ...

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 ...