Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing ...

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 ...

Meta won another fair use case, even though the judge wanted to rule against LLMs; he’ll have a hard time doing so.

The best Stratechery content from the week of July 7, 2025, including who invests and why, Apple’s search for an AI partner, and if Xi Jinxping is on his way out.

Positioning AI contenders — and losers — by their tech philosophy and business potential.

The best Stratechery content from the week of June 16, 2025, including OpenAI getting testy and xAI getting expensive, speedbumps for China’s car industry, and Meta continuing its AI hiring s… ...

This is how I opened January 2023’s AI and the Big Five: The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable ...

Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and I explain why as a creator I’m not interested).

An interview with Sierra founder and CEO Bret Taylor about his career in tech and the future of AI.

The first big AI copyright decision has come down, and it’s a big win for AI. It also provides a blueprint for how Congress can do more.

Everyone wants xAI to exist, but is anyone actually using it? Then, Xbox as it once existed is dead; it’s just Windows now.