Stratechery

2026.13: So Long to Sora

Mar 27, 2026

The best Stratechery content from the week of March 23, 2026, including saying RIP to Sora, the 2026 Bullseye list, and Arm's big shift.

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2026.14: Apple, Acceleration, and AI
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An Interview with Asymco’s Horace Dediu About Apple at 50
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Apple’s 50 Years of Integration
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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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2026.12: Please Listen to My Podcast
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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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