Browsing: Thompson

Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but Oracle is uniquely…

Intel and Nvidia have made a historic deal; it’s good for Intel (and Nvidia), but doesn’t solve their — and…

Oracle’s AI commitment requires debt, which marks an inflection point in a potential AI bubble; then, Apple finally increases iPhone…

Good morning, This week’s Stratechery Interview is with YouTube CEO Neal Mohan. Mohan joined Google as part of the DoubleClick…

Meta announced Ray-Ban Displays, their first glasses product with a display. I think it’s very compelling in part because it…

(Photo by Justin Sullivan/Getty Images) Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re…