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 ...

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 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 ...

(Photo by Justin Sullivan/Getty Images) Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; ...

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 ...

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 ...

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military ...

I can’t completely vouch for every number on this table (which was sourced from Wikipedia), as Apple hasn’t yet released the full technical details of the M3 Ultra, and it’s not yet available for ...

Box’s route to its IPO, ten years ago this month, was a difficult one: the company first released an S-1 in March 2014, and potential investors were aghast at the company’s mounting losses; the ...

The most impressive aspect of Orion is the resolution, which is perfect. I’m referring, of course, to the fact that you can see the real world with your actual eyes; I wrote in an Update: The reality ...