Shopify is back to sustained growth thanks to discovering the leverage of software. Subscribe to Stratechery Plus to receive ...

Apple’s earnings reflect the company’s device-centric approach to AI; then, the widescreen Mac display is the Vision Pro’s ...

AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.

An interview with Timothy Lee about Understanding AI, including the current state of AI, the limitations of LLMs, and who is going to win in self-driving cars.

President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes ...

Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.

Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing ...

On the business, strategy, and impact of technology.

Google Cloud and YouTube subscriptions are helping drive growth; Google's expanding revenue drivers will help the company thrive with AI. Subscribe to Stratechery Plus to receive full access to ...