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Title: Stratechery by Ben Thompson – On the business, strategy, and impact of technology.

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Good morning,

This week’s Stratechery Interview is with Roblox CEO David Baszucki. I’ve interviewed Baszucki twice, in


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Intel and AMD's diverging earnings point to fundamental historical differences, and make me wonder if Intel needs to find a new (old) path.


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The Jensen Huang story got worse for him on Monday; the real risk for Huang is governance, even more than national security. Who benefits?


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Nvidia CEO Jensen Huang admitted to an affair with a Chinese spy, and that might not be the end of his troubles. I hope he survives, but his influence will never be the same.


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(Photo by Jon Cherry/Getty Images)

Welcome back to This Week in Stratechery!

As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is ...


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