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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Epistulae

2026.14: Apple, Acceleration, and AI
Apr 03, 2026
An Interview with Asymco’s Horace Dediu About Apple at 50
Apr 02, 2026
Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security
Apr 01, 2026
Apple’s 50 Years of Integration
Mar 31, 2026
Spring Break
Mar 30, 2026
An Interview with Arm CEO Rene Haas About Selling Chips
Mar 26, 2026
Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems
Mar 25, 2026
2026.12: Please Listen to My Podcast
Mar 20, 2026
Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
Mar 18, 2026
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
Mar 17, 2026