Anthropic needs compute, and Google has the most: it’s a natural partnership, particularly for Google. With Stratechery Plus ...

OpenAI’s purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is breaking stuff, starting with tech services.

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 ...

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 ...

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

There is a weird paradox in terms of AI prognostication: on one hand, you don’t want to be the one to completely dismiss the most terrifying doomsday scenarios; who wants to be found out to be ...

Del Frisco’s Double Eagle Steakhouse in Philadelphia is John Gruber’s favorite steakhouse; Ben owes John a steak after losing a multi-month bet as to whether or not Apple would raise memory prices on ...

Just because you do not take an interest in politics doesn’t mean politics won’t take an interest in you. This is not an Article about the campaign being waged by the U.S. against Iran, but it’s a ...

One way to track the AI era, starting with the November 2022 launch of ChatGPT, is by which Big Tech company was, at a particular point in time, thought to be most threatened. At the beginning ...

Pity the paradox of the content producer in the age of AI. On one hand, AI is one of the greatest gifts ever in terms of topics to cover. The 2025 Stratechery Year in Review was, just like 2024 and ...