🇯🇵 JP
Stratechery (Ben Thompson)
Apr 27 – May 3, 2026
Intel Earnings, Intel’s Differentiation?, Whither Terafab (stratechery.com)
An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents (stratechery.com)
AI Hardware, Meta Display, Redefining VR and AR (stratechery.com)
Apr 20 – Apr 26, 2026
2026.17: He Came, He Saw, He Cooked (stratechery.com)
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment (stratechery.com)
John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor (stratechery.com)
Tim Cook’s Impeccable Timing (stratechery.com)
TSMC Earnings, New N3 Fabs, The Nvidia Ramp (stratechery.com)
Apr 13 – Apr 19, 2026
2026.16: Servers, Satellites, and Stars (stratechery.com)
An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win (stratechery.com)
Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle (stratechery.com)
OpenAI’s Memos, Frontier, Amazon and Anthropic (stratechery.com)
Mythos, Muse, and the Opportunity Cost of Compute (stratechery.com)
Apr 6 – Apr 12, 2026
2026.15: Myth and Mythos (stratechery.com)
An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise (stratechery.com)
Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment (stratechery.com)
Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance (stratechery.com)
OpenAI Buys TBPN, Tech and the Token Tsunami (stratechery.com)
Mar 30 – Apr 5, 2026
2026.14: Apple, Acceleration, and AI (stratechery.com)
An Interview with Asymco’s Horace Dediu About Apple at 50 (stratechery.com)
Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security (stratechery.com)
Apple’s 50 Years of Integration (stratechery.com)
Mar 23 – Mar 29, 2026
2026.13: So Long to Sora (stratechery.com)
An Interview with Arm CEO Rene Haas About Selling Chips (stratechery.com)
Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems (stratechery.com)
Spring Break (stratechery.com)
Mar 16 – Mar 22, 2026
2026.12: Please Listen to My Podcast (stratechery.com)
Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California (stratechery.com)
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing (stratechery.com)
Agents Over Bubbles (stratechery.com)
Mar 9 – Mar 15, 2026
2026.11: Winners, Losers, and the Unknown (stratechery.com)
An Interview with Robert Fishman About the Current State of Hollywood (stratechery.com)
Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense (stratechery.com)
Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle (stratechery.com)
MacBook Neo, The (Not-So) Thin MacBook, Apple and Memory (stratechery.com)