The E.U. Goes Too Far
Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U....
Summer Break: Week of July 1st
Stratechery is on summer break the week of July 1. There will be no Weekly Article...
Apple Intelligence is Right On Time
Apple is expected to announce a range of AI features at WWDC; the company is well...
AI Integration and Modularization
Breaking down the Big Tech AI landscape through the lens of integration and modularization
The Great Flattening
Apple's iPad ad might not have been good for Apple, but it was a profound encapsulation...
Meta and Reasonable Doubt
Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in...
Meta and Open
Meta is making lots of noise about being open, in everything from AI to the metaverse....
Gemini 1.5 and Google’s Nature
Google Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale...