Bookmarks (11)

  • 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...

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    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

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    The Great Flattening

    Apple's iPad ad might not have been good for Apple, but it was a profound encapsulation...

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    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...

  • United States v. Apple

    Apple is being sued by the DOJ, but most of the complaints aren't about the App...

  • Nvidia Waves and Moats

    Nvidia's GTC was an absolute spectacle; it was also a different kind of keynote than before...