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

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(Photo by Noah Berger/Getty Images for Amazon Web Services)

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 Stra...


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Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights.


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Intel's earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?


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Good morning,

As I noted yesterday, today’s Stratechery Interview is early in terms of my timing — Tuesday instead of Thursday — and late in terms of delivery — 1pm Eastern instead of 6am — because the topic was embargoed. That embargo created a bit of a weird situation for me over the last several days:

Last Friday I conducted the following interview with <...

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I finally tried the Meta Ray-Ban Display, and it completely changed how I think about AR and VR.


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