2026.05: The Chip Fly in the AI Ointment
Stratechery
by Ben ThompsonJanuary 30, 2026
The best Stratechery content from the week of January 26, 2026, including tech's looming chip problem, what Meta is doing and why, and disappearing PLA generals and "De-Risking".
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techstrategy
Originally published on Stratechery on 1/30/2026