Stratechery

China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge

China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix ...
Stratechery

OpenAI’s Windows Play

OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
Stratechery

The OpenAI Hype Cycle, Microsoft’s Game Pass Failure, Verizon’s Satellites

OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of ...