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.

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.

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

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

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.

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

Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone. Subscribe to Stratechery Plus for ...