Intel's future in leading edge manufacturing looks more uncertain, while prospects for the US semiconductor supply chain are beginning to look more promising. Then: Google's earnings inspire a question about Big Tech in AI, who will win the entertainment space in AI, thoughts on doomerism and marketing, Apple's App store promises and a very bad week for the Tea development team, a question about The Ringer and Grantland, and a note on life coaching and Apple's 2TB storage plan.
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TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI — Stratechery Update
Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain — Stratechery Update
Google Earnings, Google Flips the Switch on Cloud, Search Notes — Stratechery Update
The End of the Beginning — Stratechery
Meme Stocks Are Back — Bloomberg
Grantland and the (Surprising) Future of Publishing — Stratechery
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