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 ...

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 ...

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

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 ...

Apple’s WWDC was a retreat from not just last year’s WWDC, but potentially a broader reset for the company. That’s why it was a great presentation.

Substack is at the center of media controversy, most of which misses the point that sovereign writers — not Substack — are in control.

The App Store is not one thing: it is installation, payments, and customer management; the further Apple gets from iOS, the worse its actions are for users and developers.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military ...

Microsoft’s gain, meanwhile, is OpenAI’s loss, which is dependent on the Redmond-based company for both money and compute: the work its employees will do on AI will either be Microsoft’s by virtue of ...

Stratechery is on summer break the week of June 30. There will be no Weekly Article or Updates. The next Update will be on Monday, July 7. Dithering, Sharp Tech, and Sharp China will also return ...

Apple AI is delayed, and Apple may be trying to do too much; what the company ought to do is empower developers to make AI applications.