Apple appears committed to its original Apple Intelligence strategy.

The best Stratechery content from the week of July 28, 2025, including how to think about Figma, the future of the U.S.

TSMC and Intel’s approach to backside power are downstream of their cultures: customer-centric versus self-serving. It may ...

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Netflix advertising will change the service; then, F1 might be headed to Apple TV, and it might work.

The old model for content sprung from geographic communities; the new model for content is to be the organizing principle for virtual communities.

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Figma is well-placed to succeed in an AI world, because they are an operating system. However, they need to move quickly to capitalize, and that explains why they are going public.

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

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.