Stratechery

Aggregator's AI Risk

An Interview with Nat Friedman and Daniel Gross Reasoning About AI

Scaling laws continue to drive rapid advancements in artificial intelligence, as evidenced by the high-fidelity video generation of Sora and the emergence of inference-optimized hardware like Groq. The industry is shifting from simple text generation toward agentic models capable of active reasoning, with long-context ...

Mistral, Microsoft's Investment, Generative AI and Customer Support

Nvidia Earnings, Inference and Meta

Gemini and Google's Culture

An Interview with Matthew Ball About the Vision Pro and the State of Gaming

Groq Costs, Gemini Pro 1.5, Google's Timidity

Sora, Groq, and Virtual Reality

Xbox's Announcement; Microsoft's Messy Middle; Apple in Europe, Continued

An Interview with Rescale CEO Joris Poort About Building High-Performance Computing in the Cloud

Xbox Games to Go Cross-Platform?, Console Context, Xbox's Final Strategy

Vision Pro on an Airplane, The Apple TV Services Story, Apple Earnings Notes

An Interview with Eric Seufert About Meta at the Top

Vision Pro at Work, The Sports Bundle

The Apple Vision Pro

Meta Earnings; Meta, AI, and ATT; Meta's New Playbook

An Interview with Joanna Stern About Creating Content (and the Apple Vision Pro)

Google Earnings, Microsoft Earnings

Intel's Humbling

Apple and the DMA, Apple and "Or", A Reluctant Apple Apologist