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 ...

Meta won another fair use case, even though the judge wanted to rule against LLMs; he’ll have a hard time doing so.

The first big AI copyright decision has come down, and it’s a big win for AI. It also provides a blueprint for how Congress ...

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.

Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get ...

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 ...