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

What does the most beautiful business model of all time look like? First, imagine that your supply is free. Second, imagine that your customers willfully compete against each other to raise your ...

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.

An interview with Microsoft CEO Satya Nadella about figuring out Microsoft’s role in AI, the relationship with OpenAI, Capex, Software, and a potential new agentic platform. The Nvidia AI PC feels ...

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.

An Interview with Eric Seufert about building models for generative AI, why Meta’s foundational models are so important, and why understanding advertising leads to optimism about humanity’s future.

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 ...

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 ...

Anthropic CEO Dario Amodei never appeared on the TBPN podcast; now that it has been acquired by OpenAI, he probably never will Welcome back to This Week in Stratechery! As a reminder, each week, every ...

In January 2025, Doug O’Laughlin at Fabricated Knowledge declared that o1 and reasoning models marked the end of Aggregation Theory: I believe that there is no practical limit to the improvements of ...