Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing ...

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The best Stratechery content from the week of July 14, 2025, including the economic future of the web, Greatest of All Talk in Las Vegas, and how we cool computers.

Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement ...

Meta won another fair use case, even though the judge wanted to rule against LLMs; he’ll have a hard time doing so.

Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.

Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.

One of the most paradoxical aspects of AI is that while it is hailed as the route to abundance, the most important financial outcomes have been about scarcity. The first and most obvious example has ...

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 ...

An interview with Intel CEO Pat Gelsinger about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make.

Nvidia has gone from the valley to the mountain-top in less than a year, thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that… ...