With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...

Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement ...

Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing ...

Meta won another fair use case, even though the judge wanted to rule against LLMs; he’ll have a hard time doing so.

Positioning AI contenders — and losers — by their tech philosophy and business potential.

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.

Apple is considering partnering with foundation model providers to replace Siri; the choice of which is profound.

Positioning AI contenders — and losers — by their tech philosophy and business potential.

Positioning AI contenders — and losers — by their tech philosophy and business potential.

Information on the Internet is conveyed by memes, which can be anything and everything. The real world impacts are only now being understood.

Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.