(Preview) The Hidden Benefits of Bubble Economics, Microsoft and OpenAI Make a Deal, Notes on Taylor Sheridan, Sora, and Nexperia

Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly environment benefits innovation by incentivizing exactly that sort of moonshot. From there: Ben's thoughts on the "Too Big to Fail" era in tech that may be averted, reactions to the latest humanoid robot, and thoughts on both sides of the OpenAI-MIcrosoft announcement earlier this week. At the end: Taylor Sheridan leaves Paramount for greener pastures, Sharp Text and lessons from Grantland, a temperature check on Sora one month later, lessons from the Nexperia mess in Europe, a question about Magic: The Gathering, and a few corrections to last week's show.

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An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America — Stratechery Interview

An Interview with Byrne Hobart About Bubbles and Escaping Stagnation — Stratechery Interview

Nvidia GTC in DC, Qualcomm’s AI Chip, OpenAI’s Restructuring — Stratechery Update

Why Taylor Sheridan Is Worth a Billion Dollars — Sharp Text

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