Positioning AI contenders — and losers — by their tech philosophy and business potential.

One of the most paradoxical aspects of AI is that while it is hailed as the route to abundance, the most important financial outcomes have been about scarcity. The first and most obvious example has ...

The first big AI copyright decision has come down, and it’s a big win for AI. It also provides a blueprint for how Congress ...

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

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 ...

Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.

An interview with Intel CEO Pat Gelsinger about IDM 2.0, the acquisition of Tower Semiconductor, and the choices Intel did not make.

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 ...

The best Stratechery content from the week of May 19, 2025, including AI and the future of the web, slam dunks and moonshots at Google, and OpenAI entering the hardware business.

Not even Taylor Swift can fight the devaluation of recorded music, but she makes it up in physical experiences; Disney isn’t much different, but it looks much worse given the company’s … ...

The vast majority of Judge Yvonne Gonzalez Rogers decision in Epic v. Apple is both straight-forward and predictable; I wrote that the iPhone company would likely win when the lawsuit was filed, and ...