Updated thoughts on Amazon rolling back “just walk out” in grocery stores, context for a viral Meta tweet and a year of pessimism surrounding TSMC in Arizona, and Ben walks through what happened with the XZ backdoor and the changes that should come next.
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The Status of Just Walk Out, TSMC Gets CHIPS Act Grant — Stratechery Update)
The XZ Backdoor, What Happened, Open Source Safety — Stratechery Update)
Amazon Ditches 'Just Walk Out' Checkouts at Its Grocery Stores — Gizmodo)
Facebook Gave Data Access to Chinese Firm Flagged by U.S. Intelligence — New York Times)
TSMC says Arizona fab is now ahead of schedule; signs semiconductor talent agreement with Kyushu University — Data Centre Dynamics)
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