An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the ...

Apple’s earnings reflect the company’s device-centric approach to AI; then, the widescreen Mac display is the Vision Pro’s ...

AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.