Stratechery

An Interview with Scale AI CEO Alex Wang About the Data Pillar for AI

FTC Sues Adobe, The Legal Question, The Value of Doing Right

The Apple-OpenAI "Deal", Japan and the App Store, Apple's AI Developer Risk

An Interview with Daniel Gross and Nat Friedman About Apple and AI

Apple’s recent entry into the AI space demonstrates the power of its vertical integration and flexible, project-based organizational structure, positioning it to effectively deploy on-device intelligence. While the broader AI industry faces a capital-intensive "bubble," this massive investment in infrastructure and res...

How Apple Intelligence Works, Apple's AI Bear Case, The Talk Show Live

WWDC, Apple Intelligence, Apple Aggregates AI

Apple Intelligence is Right On Time

An Interview with AMD CEO Lisa Su About Solving Hard Problems

Databricks Buys Tabular, The End of Software?

Nvidia at Computex, Nvidia's Roadmap, Horizontal Nvidia

Computex 2024, Is AWS Modular or Integrated?

An Interview with Terraform Industries CEO Casey Handmer About the Solar Energy Revolution

AI Integration and Modularization

Nvidia Earnings, AMD Earnings, Nvidia's Goldilocks Pitch

Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift

Microsoft Build, Copilot Platforms, A Note on Recall

Windows Returns

Netflix and the NFL, Netflix Internalizes Ads, Comcast's Bundle

An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference

Google I/O, Google's Strengths and Weaknesses, AI Search