2026.46: The End of Jensen
Fri 1:00pm By Ben Thompson via RSS
The best Stratechery content from the week of November 9, 2026, including the shocking demise of…Sharp Tech on Video: Nvidia After Jensen Huang, Ominous News for American AI, D.C. Gets Its Revenge
Thu 10:47pm By Ben Thompson via RSS
Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube,…An Interview With Roblox CEO David Baszucki About Aggregating Play
Thu 6:00am By Ben Thompson via RSSAn interview with Roblox CEO David Baszucki about how AI is transforming game creation, and why…Intel Earnings, AMD Earnings, Intel and AMD’s Divergence
Wed 6:00am By Ben Thompson via RSSIntel and AMD's diverging earnings point to fundamental historical differences, and make me wonder…The Jensen Huang Story Gets Worse, Washington vs. New York, Silicon Valley
Tue 6:00am By Ben Thompson via RSS
The Jensen Huang story got worse for him on Monday; the real risk for Huang is governance, even…Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness
Mon 6:00am By Ben Thompson via RSSNvidia CEO Jensen Huang admitted to an affair with a Chinese spy, and that might not be the end of…2026.45: Falling Leaves (and Stocks)
Nov 6, 2026, 1:14 pm By Ben Thompson via RSS
The best Stratechery content from the week of November 2, 2026, including AI on the ballot, a…Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response…
Nov 6, 2026, 6:00 am By Ben Thompson via RSS
Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube,…An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI
Nov 5, 2026, 6:00 am By Ben Thompson via RSSAn interview with Intuit CEO Sasan Goodarzi about the working for one of tech's oldest software…AI on the Ballot
Nov 4, 2026, 6:00 am By Ben Thompson via RSSData Centers were on the ballot, and they lost in a major way; what does it mean if American…
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