Stratechery

2026.12: Please Listen to My Podcast

Mar 20, 2026

The best Stratechery content from the week of March 16, 2026, including everything not written, what Jensen Huang has in common with Steve Jobs, and Trump's delayed trip to Beijing.

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An Interview with Asymco’s Horace Dediu About Apple at 50
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Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security
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Apple’s 50 Years of Integration
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Spring Break
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2026.13: So Long to Sora
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An Interview with Arm CEO Rene Haas About Selling Chips
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Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems
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Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
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An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
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