Stratechery is on vacation from March 31 to April 3; the next Stratechery Update will be on Monday, April 7. There will be still be one Sharp Tech episode on Monday, March 31, and one Dithering episode on Tuesday, April 1. The full Stratechery posting schedule is here.

An interview with Snowflake CEO Sridhar Ramaswamy about taking over Snowflake, focusing on product, and competing in AI.

OpenAI's new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.

The Trump administration's Signal gaffe raises fascinating questions about secure messaging and the trade-off inherent in transparency.

Google could aggregate TV, but it might not have the product capability; that's a convoluted way of explaining why buying Wiz is a good idea

An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.

Jensen Huang's GTC keynote was a compelling argument in favor of Nvidia's position relative to ASICs when it comes to inference.

Intel's new CEO casts Pat Gelsinger's tenure and firing in a new light: was Intel's problem simply bad execution?

Metallica on the Vision Pro was cool, but ultimately disappointing, and symbolic of Apple's need to control everything.

An interview with Tailscale CEO and co-founder Avery Pennarun about Tailscale, and how he’s been learning to build a New Internet his whole life.