Stratechery

An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.

Ending the chip ban might be a mistake; I just hope people pushing for more realize that could be wrong as well. Then, Google's current position with LLMs, and the importance of GCP.

The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.

The iPhone 16e is more expensive than the SE it replaces, but the situation is probably temporary as Apple resets its lineup for Apple Intelligence

An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, and why the suburbs will be the place to be.

More on the U.K. vs. Apple, and then Netflix's earnings demonstrate how an Aggregator's advantage compounds via pricing power.

Grok 3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.

An interview with Uber CEO Dara Khosrowshahi about taking over Uber in crisis, managing dynamic marketplaces, and the value chain for autonomous vehicle ride-sharing.

The Super Bowl drew record ratings even if it wasn't a big deal on social media; the NBA has the opposite problem. Is consolidation of media the way? Then, a new court case about AI.

The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.