Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
dwarkesh.com“If our next several years are a trillion dollars in scale, we have the supply chain to do it"
Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
Dwarkesh, Lex, & Ezra — joel.place
What Makes a Good Podcast?
Retrospectiva #7
A monthly newsletter about life.
Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
Amazon’s Durability
Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.