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

Shopify is back to sustained growth thanks to discovering the leverage of software. Subscribe to Stratechery Plus to receive ...

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.