~stratechery | Bookmarks (30)

Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.

Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.

Silicon Valley has always been deeply integrated with Asia; Trump's attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something new.