Submissions from stratechery.com

		The SpaceX IPO and Data Centers in Space (stratechery.com)
		3 points by swolpers 9 days ago \| past \| discuss
		Data Center Discontent, Understanding the Opposition, Fixing the Problem (stratechery.com)
		1 point by swolpers 18 days ago \| past
		The Inference Shift (stratechery.com)
		3 points by gmays 22 days ago \| past
		The Deployment Company, Back to the 70s, Apple and Intel (stratechery.com)
		2 points by swolpers 24 days ago \| past
		SpaceX and Anthropic, xAI's Two Companies, Elon Musk and SpaceXAI's Future (stratechery.com)
		2 points by swolpers 25 days ago \| past
		The Inference Shift – Stratechery (stratechery.com)
		1 point by chermanowicz 25 days ago \| past
		The Inference Shift (stratechery.com)
		20 points by swolpers 26 days ago \| past \| 1 comment
		Amazon's Durability (stratechery.com)
		2 points by wslh 28 days ago \| past
		Amazon's Durability (stratechery.com)
		4 points by nowflux 31 days ago \| past
		OpenAI models coming to Amazon Bedrock: Interview with OpenAI and AWS CEOs (stratechery.com)
		326 points by translocator 38 days ago \| past \| 114 comments
		Tim Cook's Impeccable Timing (stratechery.com)
		350 points by hasheddan 45 days ago \| past \| 416 comments
		Mythos, Muse, and the Opportunity Cost of Compute (stratechery.com)
		1 point by jbernardo95 53 days ago \| past
		Mythos, Muse, and the Opportunity Cost of Compute (stratechery.com)
		2 points by swolpers 54 days ago \| past
		An Interview with Asana Founder Dustin Moskovitz about AI, SaaS, and Safety (stratechery.com)
		1 point by theorchid 54 days ago \| past
		Apple's 50 Years of Integration (stratechery.com)
		2 points by jonbaer 66 days ago \| past
		An Interview with Arm CEO Rene Haas About Selling Chips (stratechery.com)
		2 points by ingve 72 days ago \| past
		Agents over Bubbles (stratechery.com)
		3 points by saikatsg 75 days ago \| past
		Agents over Bubbles (stratechery.com)
		5 points by abhis3798 80 days ago \| past
		Agents over Bubbles (stratechery.com)
		2 points by jonbaer 81 days ago \| past \| 1 comment
		Agents over Bubbles (stratechery.com)
		2 points by swolpers 82 days ago \| past
		Books and Blogs (2017) (stratechery.com)
		2 points by herbertl 3 months ago \| past
		Anthropic and Alignment (stratechery.com)
		3 points by stochastician 3 months ago \| past
		Anthropic and Alignment (Ben Thompson) (stratechery.com)
		22 points by toomanybits 3 months ago \| past \| 17 comments
		Xbox Replaces Head of Gaming, Xbox History, Whither Xbox (stratechery.com)
		2 points by vinnyglennon 3 months ago \| past
		Another Viral AI Doomer Article, the Fundamental Error, DoorDash's AI Advantages (stratechery.com)
		1 point by swyx 3 months ago \| past
		Thin Is In (stratechery.com)
		4 points by chrisseldo 3 months ago \| past
		Thin Is In (stratechery.com)
		3 points by maguay 3 months ago \| past
		Individualized Networks (stratechery.com)
		2 points by widenrun 3 months ago \| past
		Microsoft and Software Survival (stratechery.com)
		1 point by tosh 3 months ago \| past
		Microsoft and Software Survival (stratechery.com)
		2 points by disgruntledphd2 4 months ago \| past
		More

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