Leaders 💼 | 2026-03-31
1,300+ news scanned → ~135 analyzed → 9 selected
AI language models have rapidly improved, surpassing in-house capabilities. This signals a shift in build-vs-buy strategies for enterprises.
Arm is launching its own CPUs, a major shift from its traditional IP licensing model. This could reshape the chip industry's dynamics.
Arm, a long-time IP-licensing company, is shifting its business model to sell its own chips for the first time, a major strategic move.
OpenAI's pivot to enterprise AI signals a shift in the industry, with implications for build-vs-buy strategies and potential security risks.
Nvidia CEO Jensen Huang discusses the company's history of programmable shaders and CUDA, and how AI will leverage these tools to accelerate software across industries.
An interview with MoffettNathanson's Robert Fishman on the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.
GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all customers..
The best Stratechery content from the week of March 9, 2026, including integration and AI, the Team Test and a basketball disgrace, and the US, China and Iran..
Arm, famous for chip IP licensing, is now making and selling chips itself, with a focus on AI data centers, signaling a major strategic shift.
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