Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and I explain why as a creator I’m not ...

Greatest Of All Talk A twice-weekly podcast from Andrew Sharp and Ben Golliver about the NBA, life, and national parks. Sharp China A weekly podcast from Andrew Sharp and Sinocism’s Bill Bishop about ...

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.

The best Stratechery content from the week of June 9, 2025, including Apple’s Retreat at WWDC, Apple in China, and the upside ...

Meta is reportedly buying 49% of Scale AI and hiring CEO Alexandr Wang; this seems to be deal about fixing Llama, not about Scale AI.

Meta made a deal with Anduril to develop headsets for the military; does Reality Labs finally have a customer that will ...

The best Stratechery content from the week of June 2, 2025, including why Nike is working with Amazon, the logic of an ...

An Interview with “Apple in China” Author Patrick McGee about Apple’s reluctant shift to outsourcing and how its position relative to its supply chain has shifted over time.

An interview with Cursor founder and CEO Michael Truell about AI coding and capturing the critical point of integration in the AI value chain.

Om Malik has been observing, writing about, and investing in technology for going on three decades; that’s one reason I find his unabashed enthusiasm for the Apple Vision Pro to be notable. Malik ...

Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. So begins my about page, and there is no company that expands to fill ...

It really was jarring to see those employment figures the same week that tech company after tech company reported mostly disappointing earnings, and worse forecasts, all on the heels of layoffs. Even ...