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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

The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.

The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees.

The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.

The recent Windows crashes are downstream from trying to encourage competition in areas Microsoft should have never made open to begin with, highlighting the challenge for regulators.

Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U. continues down this path they are likely to see fewer new features and no new companies.

Stratechery is on summer break the week of July 1. There will be no Weekly Article or Updates. The next Update will be on Monday, July 8. In addition, the next episode of Dithering will be on Tuesday, July 9 and the next episode of Sharp Tech will be on Thursday, July 11. Sharp China […]