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.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...

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

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

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

This is how I opened January 2023’s AI and the Big Five: The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable ...

Apple’s WWDC was a retreat from not just last year’s WWDC, but potentially a broader reset for the company. That’s why it was a great presentation.

Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new content marketplace for AI.

The best Stratechery content from the week of April 28, 2025, including Mark Zuckerberg explaining Meta’s AI strategy, Apple’s big loss, and the other side of the trade war.

Apple is not doomed, although things were feeling pretty shaky a couple of weeks ago, when the so-called “Liberation Day” tariffs were poised to make the company’s manufacturing model massively more ...

The best Stratechery content from the week of April 7, 2025, with a focus on the Trump administration’s disastrous tariffs, Apple’s complicated future, and how China might respond.

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military ...