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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 […]

Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.

Apple's iPad ad might not have been good for Apple, but it was a profound encapsulation of what has happened on the Internet; the question is what it leads to next.

Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in the short and medium term, but the long-term bet on Mark Zuckerberg still seems worth making.

Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn't desperation: it's smart strategy that understands Meta's true differentiation.

Google Cloud Next 2024 was Google's most impressive assertion yet that it has the AI scale advantage and is determined to use it.