An interview with Daniel Gross and Nat Friedman about Stargate, DeepSeek, and where the margins and moats will come with models.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

DeepSeek, a Chinese company, has a reasoning model similar to o1, except that it is actually open. An interview with Asianometry founder Jon Yu about starting and running a successful YouTube channel, ...

AGI, which is AI that can complete tasks; it may take longer for most companies to adopt them than you might think — just look at digital advertising.

Jon is about more than semiconductors though: he’s made videos about other tech topics like The Tragedy of Compaq, and non-tech topics like Japanese Whisky and Taiwan convenience stores. In short, Jon ...

The TikTok ban is approaching; what happens if the service actually goes away? Then, why China will misunderstand the Xiaolongshu phenomenon ...

Mark Zuckerberg is making big changes to Meta’s moderation policies; it’s the next step in a journey that has been more nuanced than people think — and it’s one I relate to.

The Biden administration has a raft of new regulations aimed at limiting AI exports; the motivation makes sense, but the precedent and second-order effects are worrisome.