One of the most paradoxical aspects of AI is that while it is hailed as the route to abundance, the most important financial outcomes have been about scarcity. The first and most obvious example has ...

Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and I explain why as a creator I’m not interested). Subscribe to Stratechery Plus for full access. With Stratechery Plus ...

Stratechery Articles and Updates Vibe Coding, Windsurf and Anthropic, ChatGPT Connectors — AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything ...

Meta is reportedly buying 49% of Scale AI and hiring CEO Alexandr Wang; this seems to be deal about fixing Llama, not about Scale AI. Subscribe to Stratechery Plus for full access. With Stratechery ...

Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get ...