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👤 John Gruber Person

3 articles First seen: Jan 27, 2026 Last seen: Jan 27
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Mixed 3 Avg: +0.1
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Shopify3 Andrew Sharp3 Adam Silver3 Nicolas Bustamante3 Matthew Ball3 Sun Microsystems3 NBA3 Ben Thompson3 Anthropic3 South Africa3
Articles (3)
Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
news mixed stratechery.com IrregularChat: AI & Autonomy Jan 27
The article discusses the strategic implications of semiconductor supply shortages, particularly focusing on TSMC's (Taiwan Semiconductor Manufacturing Company) capacity challenges amid rising AI dema
Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
news mixed stratechery.com Ehzd1ZUbifpck9XyJf9d/9rX0i3KTg3rh/c4Kceg1iI= Jan 27
The article discusses the strategic implications of semiconductor supply shortages, particularly focusing on TSMC's (Taiwan Semiconductor Manufacturing Company) capacity challenges amid rising AI dema
Stratechery by Ben Thompson – On the business, strategy, and impact of technology.
news mixed stratechery.com 6PP/i0JBlXpAe+dkxvH64ZKmOQoeaukKtsPUQU5wQTg= Jan 27
The article discusses the strategic implications of semiconductor supply shortages, particularly focusing on TSMC's (Taiwan Semiconductor Manufacturing Company) capacity challenges amid rising AI dema
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