Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China ...

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The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models. Subscribe to Stratechery Plus for full ...

An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles.

The administration is very likely wrong about Fable, but that is ultimately Anthropic’s responsibility. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery ...

The market hates Fox’s acquisition of Roku, but the company is trading extraction from rights holders for leverage as a ...

I’m sympathetic to the cynics who consistently characterize Anthropic’s public statements, particularly those surrounding their model releases, as scare-mongering for the sake of marketing. It was ...

Last week, at its annual Build developer conference, Microsoft put forth a vision for a new ecosystem of hardware devices under the banner of Project Solara: The concept — which isn’t entirely clear ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

I don’t normally give away my interview subjects ahead of time, but I’m going to make an exception this week given the subject and the below Update. I am writing this in San Francisco where I ...

What does the most beautiful business model of all time look like? First, imagine that your supply is free. Second, imagine that your customers willfully compete against each other to raise your ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.