Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: There will be no Update on Thursday, March 19 There will be no Update on Monday and Tuesday, March ...

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 ...