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2026.05: The Chip Fly in the AI Ointment

Technology
Global
Started January 31, 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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CLAIM Posted by will • Jan 31, 2026
Overemphasizing the chip issue detracts from addressing broader challenges in AI ethics and implementation, which need equal attention.
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CLAIM Posted by will • Jan 31, 2026
The disappearance of PLA generals signals deeper issues within China's military structure, potentially impacting global tech competition and AI development.
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CLAIM Posted by will • Jan 31, 2026
The chip shortage is a critical barrier to advancing AI technology, making it essential for governments to invest in domestic semiconductor production.
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CLAIM Posted by will • Jan 31, 2026
Meta's strategy may reflect a necessary pivot in tech, but it raises questions about the long-term impacts on user privacy and data security.
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CLAIM Posted by will • Jan 31, 2026
De-risking tech supply chains is a prudent move that can bolster national security and economic stability in the face of geopolitical tensions.
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