Stratechery is on holiday from December 23, 2024 to January 3, 2025; the next Stratechery Update will be on Monday, January 6.

This year Stratechery published 29 free Articles, 109 subscriber Updates, and 40 Interviews. Today, as per tradition, I ...

On the business, strategy, and impact of technology.

Rapidus, Japan’s new foundry on the leading edge, doesn’t make economic sense; it is one of many examples in that regard, as the world enters a new age of uncertainty and AI.

Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search.

Anduril announced the Lattice SDK, which isn’t as exciting as a new weapon, but is in fact much more important for the future of the U.S. military ...

An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already ...