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An Interview with Gracelin Baskaran About Rare Earths — Stratechery Interview

Gas Turbine Makers Are Riding the AI Power Boom — Wall Street Journal

China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge — Stratechery Update

Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix — Stratechery Update

Netflix Jumps Into Podcasts With Spotify Deal — New York Times



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254 episodes