Stratechery

2025.28: Tech Philosophy and AI Strategy The best Stratechery content from the week of July 7, 2025, including who invests and why, Apple’s search for an AI partner, and if Xi Jinxping is on his way out. stratechery.com/2025/tech-phil…

2025.30: Rumors of Google’s Demise… The best Stratechery content from the week of July 21, 2025, including exaggerated rumors of Google’s demise, content and community, and computers as entertainment machines. stratechery.com/2025/rumors-of…

7-24-2025 ($) •Google Earnings •Google Flips the Switch on Cloud •Search Notes stratechery.com/2025/google-ea…

7-22-2025 ($) •Netflix Earnings •Apple and F1 stratechery.com/2025/netflix-e…

Content and Community The old model for content sprung from geographic communities; the new model for content is to be the organizing principle for virtual communities. stratechery.com/2025/content-a…

2025.29: What It Takes to Change the Web The best Stratechery content from the week of July 14, 2025, including the economic future of the web, Greatest of All Talk in Las Vegas, and how we cool computers. stratechery.com/2025/what-it-t…

7-16-2025 ($) •Cloudflare's Content Independence Day •Google's Advantage •Monetizing AI stratechery.com/2025/cloudflar…

7-15-2025 ($) •Cognition Buys Windsurf •Nvidia Can Sell to China •Grok 4 and Kimi stratechery.com/2025/cognition…

7-14-2025 ($) •Google and Windsurf •Stinky Deals •Chesterton's Fence and the Silicon Valley Ecosystem stratechery.com/2025/google-an…

7-9-2025 ($) •Apple + Anthropic? •Apple's Fall •Apple's Options stratechery.com/2025/apple-ant…

Tech Philosophy and AI Opportunity Positioning AI contenders — and losers — by their tech philosophy and business potential. stratechery.com/2025/tech-phil…

7-7-2025 ($) •Training AI is Not Fair Use? •LLMs and Scale •Pushing on a String stratechery.com/2025/training-…

2025.26: Two Years Into a New Era for Big Tech The best Stratechery content from the week of June 23, 2025, including AI and the Big Five, a compelling ruling on LLMs and the Fair Use Doctrine, and NBA salaries in tech (and the actual NBA). stratechery.com/2025/two-years…

6-26-2025 ($) An Interview with Sierra Founder and CEO Bret Taylor About AI Agents and Tech History Lessons stratechery.com/2025/an-interv…

6-25-2025 ($) •Training AI is Fair Use •Product Protection Versus LLM Liability •Piracy and Competition stratechery.com/2025/training-…

6-24-2025 ($) •Talent Wars •NBA Money •AI Money stratechery.com/2025/talent-wa…

Checking In on AI and the Big Five A review of the current state of AI through the lens of the Big Five tech companies. stratechery.com/2025/checking-…

2025.25: Snapshots of an Evolving AI Landscape The best Stratechery content from the week of June 16, 2025, including OpenAI getting testy and xAI getting expensive, speedbumps for China’s car industry, and Meta continuing its AI hiring spree. stratechery.com/2025/snapshots…

6-18-2025 ($) •xAI Raising Money •xAI and Oracle •Xbox = Windows stratechery.com/2025/xai-raisi…

6-17-2025 ($) •Microsoft-OpenAI Drama Continues •WhatsApp Ads •Channel Subscriptions and the Creator Perspective stratechery.com/2025/microsoft…