Stratechery

An Interview with Gracelin Baskaran About Rare Earths

An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the ...
Stratechery

China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge

China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to. Subscribe to ...
Stratechery

OpenAI’s Windows Play

OpenAI’s flood of announcements is getting hard to keep up with. A selection — not exhaustive! — from just the last month: The last two announcements just dropped yesterday, and actually bring clarity ...
Stratechery

The OpenAI Hype Cycle, Microsoft’s Game Pass Failure, Verizon’s Satellites

OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of SpaceX. Subscribe to ...