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 ...

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 ...

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

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 Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

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 will also return the ...

(Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer ...

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 ...

Intel may not be the most obvious place to start when it comes to the China chip sanctions announced by the Biden administration three weeks ago (I covered the ban in the Daily Update here and here); ...

It’s funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to write an Article entitled It’s Not 1999; that was right then, and it’s ...

Microsoft’s Build developer conference has a bit of an odd history, which I recounted in a 2016 Update: the conference was born in 2011 as a showcase for a completely new approach to Windows, but by ...

In January 2025, Doug O’Laughlin at Fabricated Knowledge declared that o1 and reasoning models marked the end of Aggregation Theory: I believe that there is no practical limit to the improvements of ...