Welcome back to This Week in Stratechery!
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On that note, here were a few of our favorites this week.
- Everything I Didn’t Write. This was one of those weeks where far more happened than I could write about — and that’s partly my fault for taking a stand on bubbles! To that end, I highly suggest this week’s episode of Sharp Tech, where we cover:
- OpenAI’s pivot to enterprise, and why AI might look like the PC in the 1980s
- Why I think that agents are not only real, but also the reason we are not in a bubble
- OpenClaw as evidence that my thesis that OpenAI and Anthropic are sustainably differentiated through their integration of harness and model is wrong
- Nvidia’s inference pivot, and why Nvidia is particularly concerned about a world dominated by OpenAI and Anthropic (and why Microsoft might be in trouble)
- And, for good measure, why I don’t mind Wisconsin winters
- I think that each of these points could be another Update, but also, I’m taking a few days off for vacation, so I hope you’ll listen to this episode in particular.
— Ben Thompson
- What Jensen Huang Has In Common with Steve Jobs. I really enjoyed this week’s Dithering covering Nvidia’s announcements at GTC Monday, including a near-perfect inversion of what Jensen Huang was telling the world about Nvidia’s approach to inference workloads just one year ago. In their trademark 15-minute format, Ben explains how and why Nvidia’s inference messaging is now different (see also: this week’s Stratechery Interview), while Gruber draws on decades of Apple experience to note the similarities between Huang and Steve Jobs. It’s a great listen that renders legible an easily missed strategic inflection point at the most valuable company in the world. — Andrew Sharp
- Trump’s Trip to Beijing, Delayed Indefinitely. As the war in Iran continues, this week’s Sharp China covered the news that President Trump will delay a trip to Beijing that had been scheduled to begin March 31st. Come to hear why both sides are likely relieved by the delay, and stay to hear about a softened Taiwan threat assessments from the U.S. intelligence community and a succession of PLA military scientists who are being purged for reasons that aren’t entirely clear. — AS
Stratechery Articles and Updates
- Agents Over Bubbles — Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They’re so compelling that I no longer believe we’re in a bubble.
- An Interview with Nvidia CEO Jensen Huang About Accelerated Computing — An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia’s true nature.
- Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California — 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.
Sharp Text by Andrew Sharp
- What the NBA Could Be Getting from College Basketball — College basketball is fantastic, and the NBA should take advantage of its success by raising the age limit for the NBA Draft.
Dithering with Ben Thompson and Daring Fireball’s John Gruber
Asianometry with Jon Yu
Sharp China with Andrew Sharp and Sinocism’s Bill Bishop
Greatest of All Talk with Andrew Sharp and Ben Golliver
- How to Miss a Free Throw, The Biggest Top 100 Disappointments, Expansion is Afoot (Again)
- How NOT to Miss a Free Throw, Generic Houston Rockets Slander, The Top 100 Pleasant Surprises
Sharp Tech with Andrew Sharp and Ben Thompson
This week’s Sharp Tech video is on Questions about Anthropic vs. the U.S. Government.