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Meta's AI Abundance

Intel Honesty

Integration and Android

Crashes and Competition

An interview with AMD CEO Lisa Su about solving hard problems

Windows Returns

The Great Flattening

MKBHDs for Everything

Interview with Google Cloud CEO Thomas Kurian on Google's Enterprise AI Strategy

United States vs. Apple

Nvidia Waves and Moats

Gemini and Google's Culture

Gemini and Google's Culture

The Apple Vision Pro

The Apple Vision Pro’s missing apps

Intel's Humbling

Google's True Moonshot

Stratechery Year in Review

OpenAI's misalignment and Microsoft's gain

The OpenAI Keynote

Attenuating Innovation (AI)

China Chips and Moore's Law

The Rise and Fall of ESPN’s Leverage

Nvidia on the Mountaintop

Disney’s Taylor Swift Era

Threads and the Social/Communications Map

An Interview with Marc Andreessen about AI and How You Change the World

Apple Vision

Google I/O and the Coming AI Battles

The End of Silicon Valley (Bank)

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