Summary: Stratechery adds Nvidia and Groq deal analysis

Why It Matters: The site updated its premium content feed with a new deep dive into a major semiconductor deal. This shows the competitor is focusing on hardware infrastructure and supply chain strategy to keep subscribers engaged.

What Changed:

• Replaced the "Latest Podcast" entry with a new episode titled "CES and Humanity."
• Added a new Stratechery Plus update about a deal between Nvidia and Groq.
• Removed an older interview link regarding Netflix and Warner Bros. from the bottom of the update list.
• Updated the date for the latest premium content to January 6, 2026.