News Summary

• Nvidia’s earnings were remarking and boring — two sides of the same coin.
• Everything the company does is about avoiding a consolidated world.
• Stratechery Interviews Interviews with leading public CEOs, private company founders, and discussions with fellow analysts.
• Asianometry Audio and transcripts of the Asianometry YouTube channel.
• Sharp Text Sharp Text is an extension of GOAT, Sharp Tech and Sharp China.
• Andrew writes about basketball, technology, and US-China relations with weekly posts.