Intel and the US Semi Future, Will Any Big Tech Incumbents Lose in an AI World?, Questions on Tea, Grok, and The Ringer

Intel's future in leading edge manufacturing looks more uncertain, while prospects for the US semiconductor supply chain are beginning to look more promising. Then: Google's earnings inspire a question about Big Tech in AI, who will win the entertainment space in AI, thoughts on doomerism and marketing, Apple's App store promises and a very bad week for the Tea development team, a question about The Ringer and Grantland, and a note on life coaching and Apple's 2TB storage plan.

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TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI — Stratechery Update (stratechery.com/2025/tsmc-earnings-a16-and-tsm…)

Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain — Stratechery Update (stratechery.com/2025/tesla-and-samsung-custome…)

Google Earnings, Google Flips the Switch on Cloud, Search Notes — Stratechery Update (stratechery.com/2025/google-earnings-google-fl…)

The End of the Beginning — Stratechery (stratechery.com/2020/the-end-of-the-beginning)

Meme Stocks Are Back — Bloomberg (bloomberg.com/opinion/newsletters/2025-07-23/m…)

Grantland and the (Surprising) Future of Publishing — Stratechery (stratechery.com/2015/grantland-and-the-surpris…)

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