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 ...

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 ...

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.

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 ...

This is how I opened January 2023’s AI and the Big Five: The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable ...

(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; ...

Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and I explain why as a creator I’m not interested). Subscribe to Stratechery Plus for full access. With Stratechery Plus ...

Meta is reportedly buying 49% of Scale AI and hiring CEO Alexandr Wang; this seems to be deal about fixing Llama, not about Scale AI. Subscribe to Stratechery Plus for full access. With Stratechery ...

Stratechery Articles and Updates Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors — AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything ...

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 ...