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.

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 th… ...

Apple is considering partnering with foundation model providers to replace Siri; the choice of which is profound.

Positioning AI contenders — and losers — by their tech philosophy and business potential.

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.

It really was jarring to see those employment figures the same week that tech company after tech company reported mostly disappointing earnings, and worse forecasts, all on the heels of layoffs. Even ...

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 ...

SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars ...