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 ...

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.

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 ...

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 ...

The best Stratechery content from the week of June 16, 2025, including OpenAI getting testy and xAI getting expensive, speedbumps for China’s car industry, and Meta continuing its AI hiring ...

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

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

If WWDC’s opening video — which cast Apple executives as characters in the upcoming F1 movie, with Senior Vice President of Software Engineering Craig Federighi in the starring role — was a bit of a ...

In 2015, Felix Salmon wrote about The Ingredients of a Great Newsletter, and used yours truly as an example.While that page no longer exists, the annotations Salmon made to my February 5, 2015 Update ...