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 th… ...

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.

Apple’s WWDC was a retreat from not just last year’s WWDC, but potentially a broader reset for the company. That’s why it was a great presentation.

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 ...

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 s… ...

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

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.

The best Stratechery content from the week of June 9, 2025, including Apple’s Retreat at WWDC, Apple in China, and the upside down NBA Finals.

AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything.