The Nvidia AI PC feels like a relic of another AI era; Microsoft’s vision for devices at Build was much more compelling.

YouTubers are ruling the box office, and it shouldn’t be a surprise: succeeding on YouTube is a much higher bar than the gates that currently govern Hollywood.

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 ...

It’s hardly the biggest problem in the world — or perhaps the height of privilege to consider it a problem at all — but one of the most annoying consumer experiences is booking an Uber Black and ...

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.

An Interview with Eric Seufert about building models for generative AI, why Meta’s foundational models are so important, and why understanding advertising leads to optimism about humanity’s future.

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.

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.

An interview with Microsoft CEO Satya Nadella about figuring out Microsoft’s role in AI, the relationship with OpenAI, Capex, Software, and a potential new agentic platform. The Nvidia AI PC feels ...

The Nvidia AI PC feels like a relic of another AI era; Microsoft’s vision for devices at Build was much more compelling. Google has issued equity to Berkshire Hathaway in a deal that signals far more ...