Description
Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world. This week's Stratechery newsletter, dated January 26, 2026, covers several key topics in the tech industry, with a focus on the looming chip problem in AI, Meta's strategic maneuvers, and geopolitical tensions involving China's military leadership.The crucial role of semiconductors in the AI era is highlighted. Historically central to tech advancements, semiconductors became commodit...