Stratechery

An interview with Ben Thompson about AI and Big Tech.

Airbnb has a new app with new offerings for experience and services; I'm not sure the economics make sense for either.

OpenAI is tying up all its loose ends in preparation for being the user interface for AI

The best Stratechery content from the week of May 5, 2025, including Apple as an object in platform dominance, a podcast for everyone but Celtics fans, and a word about trade and data.

An interview with SAP CEO Christian Klein about why one of the oldest software companies of all is well-placed to win with the newest technologies.

Microsoft and Amazon are approaching AI differently, in ways that reflect their core capabilities.

Meta's earnings were received positively by investors, but there were definite causes for concern.

Platforms are so powerful that Apple's latest court loss won't change the course of the iPhone; that's why it's worth it.

The best Stratechery content from the week of April 28, 2025, including Mark Zuckerberg explaining Meta's AI strategy, Apple's big loss, and the other side of the trade war.

The judge in the Epic case released a devastating ruling on Apple's lack of compliance in terms of allowing links to the win; Apple was clearly in the wrong, but still might win on appeal.