このエピソードについて
Ben and Andrew begin with an extended look at the market for memory chips, including market history, the supply crunch driving up today’s valuations, the myopia from SK Hynix, Samsung and Micron, new entrants from China, and why the timing of Apple’s price increases are a bearish signal. From there: Both hosts share their daily caffeine regimen, garage takes, and lots of thoughts on vibe coding after Ben’s 10-day foray into AI-assisted engineering. At the end: Codex marketing and an imminent OpenAI super app, Sam Altman’s appearance in a game of mafia, could the EU push Apple to better business strategy, stock buyback clarification, ocean data centers, metricmaxxing, and an update on last week’s hydration break take along with a better fix for international soccer.
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Memory Chips and China, Microsoft and Chinese Models — Stratechery Update
An Interview with Dan Kim and Hassan Khan About CHIPS — Stratechery Interview
Summer Top Fives: 2025 Bandwagons and Candy — Greatest of All Talk
My Vibe Coding Adventure, The App and the Experience, Ten Takeaways — Stratechery Update
Apple Price Increases, Apple Intelligence and the E.U. — Stratechery Update
The SpaceX IPO and Data Centers in Space — Stratechery
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