Compute Scarcity and the TSMC Constraint

Subscribe to Stratechery Plus to get Stratechery Updates and Interviews, all episodes of Sharp Tech, Sharp China, Greatest of All Talk, Asianometry and Dithering.

View Google, Nvidia, and OpenAI on Stratechery.

• Add Sharp Tech to your podcast player
• Add Sharp China to your podcast player
• Add Dithering to your podcast player
• Add Greatest Of All Talk to your podcast player
• Add Asianometry to your podcast player

Subscription Information

Member: Socia Bob
Email: socialmbob@protonmail.com

Manage your account