One of the most paradoxical aspects of AI is that while it is hailed as the route to abundance, the most important financial outcomes have been about scarcity. The first and most obvious example has ...

AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

Apple and the iPhone is analogous to Microsoft and Windows, for better and for worse: the better part is that there are many more smartphones sold than PCs, which means that Apple, even though it ...

An interview with Nvidia CEO Jensen Huang about new problems, including chip controls and China, and new opportunities, including AI Factories and enterprise pragmatism. An interview with Eric Seufert ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

Grappling with the implications of the Google decision require accepting that antitrust intervention interferes with the market; then Amazon looks like it has unlocked a new retail category. An ...

Breaking down the Orion demo, how it exposed the problems with the Vision Pro, and where Apple and Meta go next. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to ...

I was born in 1980, which technically makes me a part of Generation X; there is at least one data point, though, that makes me a millennial. In 2021 Fast Company conducted a survey about what ...

More on Humane’s attempt to replace the iPhone, and how Limitless is taking a drastically different approach. Both, though, face the iPhone integration barrier. Subscribe to Stratechery Plus for full ...

Enterprise could be a fruitful market for the Vision Pro; then, the first sports bundle is apparently on its way, including ESPN, WBD, and Fox. Subscribe to Stratechery Plus for full access. With ...

Amazon has made a deal with Diamond Sports and their regional networks, while Netflix has signed up WWE for its first “sports” rights content. Subscribe to Stratechery Plus for full access. With ...