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.

Stratechery is on summer break the week of June 30. There will be no Weekly Article or Updates. The next Update will be on Monday, July 7. Dithering, Sharp Tech, and Sharp China will also return ...

The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable Diffusion, and then ChatGPT, the first text-generation model to ...

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Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and I explain why as a creator I’m not ...

Stratechery Articles and Updates. Claude 4, Anthropic Agents, Human-AI Agents — Anthropic is focused on the agent opportunity, which requires scaffolding; meanwhile, I think there is a huge ...

An Interview with “Apple in China” Author Patrick McGee about Apple’s reluctant shift to outsourcing and how its position relative to its supply chain has shifted over time.

Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone. Subscribe to Stratechery Plus for ...

Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now.

Ethan Zuckerman wrote in The Atlantic in 2014:. I have come to believe that advertising is the original sin of the web. The fallen state of our Internet is a direct, if unintentional, consequence of ...

Stratechery Articles and Updates. An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism — An interview with Nvidia CEO Jensen Huang about new problems, ...