Archive - The Strange Review

[Weekly Review] Agentic Commerce, Sora videos, and what comes next?

Will the world accept one company controlling the thinking machines?

18 hrs ago •

ASML's 30-Year Monopoly: The Moonshot Bet No One Can Replicate

One of the most extraordinary returns on R&D might be a machine that costs $380 million, weighs 180 tons, and took three decades to perfect.

Oct 2 •

September 2025

Your AI wants your credit card

The entire mechanism of discovery and decision-making is shifting under our feet

Sep 30 •

[Weekly Review] The Next Power Play: Talent and Compute

What one visa policy and a $100B alliance reveal about the next era of power in Silicon Valley.

Sep 26 •

Why OpenAI has to go full-stack and why Nvidia has to bet big on OpenAI

Detangling the "circular financing" partnerships between OpenAI-Nvidia-Oracle, and two words on why this might be a win for developers and enterprises…

Sep 25 •

The $100K Question: What Happens When We Price Out the Next Generation of Builders?

This policy might reshape Silicon Valley completely.

Sep 22 •

The Cognitive Flip: AI is officially more collaborator than tool

New data shows that 700M people would rather have AI think with us, than just do for us.

Sep 16 •

Microsoft's Model Switch: Why AI Middleware is the Next Platform

Microsoft will now switch between OpenAI and Anthropic models for its Office365 products

Sep 9 •

Peak Froth: When Months-Old Startups Get $100M Term Sheets

The numbers are getting stupid. And this time, who's left holding the bag?

Sep 5 •

August 2025

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