The Intel and AMD Rivalry: Lessons in Competition and Strategy

Understanding Tesla’s approach to an autonomous driving future, why some observers think Tesla is ahead of Waymo today, and questions about market structure and regulation concerns as the future of transportation takes shape. At the end: An additional note on politics as a zero sum game, and a few thoughts on the rest of the F1 season.

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Elon Dreams and Bitter Lessons — Stratechery

The Bitter Lesson — Incomplete Ideas

An Interview with Hugo Barra About Orion and Meta’s AR Strategy — Stratechery Interview

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