An interview with Asymco’s Horace Dediu about his career in tech, Apple’s first 50 years, and the prospects for the next 50, particularly in the face of AI ...

Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI ...

AI is going to be bad for security in the short-term, but much better than humans in the long-term. With Stratechery Plus you ...

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.

Arm is selling its own chips, not just licensing IP. It’s a big change compared to Arm’s history, but not surprising given how computing is evolving. Subscribe to Stratechery Plus for full access.

Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes. Stratechery is on a bit ...

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I will return to my usual posting schedule on Tuesday, March 31. All other Stratechery Plus content, ...

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all ...

Yesterday Anthropic released Claude Sonnet 3.7; Dylan Patel had the joke of the day about Anthropic’s seeming aversion to the number “4”, which means “die” in Chinese: Anthropic is also a chinese ai ...

When I first went independent with Stratechery, I had a plan to make money on the side with speaking, consulting, etc.; what made me pull the plug on the latter was my last company speaking gig, with ...