The Nvidia AI PC feels like a relic of another AI era; Microsoft’s vision for devices at Build was much more compelling.

YouTubers are ruling the box office, and it shouldn’t be a surprise: succeeding on YouTube is a much higher bar than the gates that currently govern Hollywood.

It’s hardly the biggest problem in the world — or perhaps the height of privilege to consider it a problem at all — but one of the most annoying consumer experiences is booking an Uber Black and ...

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.

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.

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.

The Nvidia AI PC feels like a relic of another AI era; Microsoft’s vision for devices at Build was much more compelling. YouTubers are ruling the box office, and it shouldn’t be a surprise: succeeding ...

Nvidia and the Future of Inference. ChatGPT arrived in November 2023, Nvidia became one of the most valuable companies on earth shortly thereafter, and practically every day since, analysts have been ...

Here were a few of our favorites from Stratechery Plus this week. (Photo by Underwood Archives/Getty Images) Tough Decisions. It is established consensus in Washington D.C. that the U.S. should stop ...

Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google’s business objectives?

OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that AI’s impact will require top-down implementation. Then, Apple has economic reasons to ...