Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.

It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its ...

Welcome back to This Week in Stratechery! As a reminder, every Friday we are sending out this overview of content in the Stratechery Plus bundle; highlighted links are free for everyone. As a reminder ...

The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition. Subscribe to Stratechery Plus for full access ...

ChatGPT’s memory feature is pretty basic, but it’s the sort of product feature that can build a moat, particularly if it’s extended to other use cases.

ChatGPT’s memory feature is pretty basic, but it’s the sort of product feature that can build a moat, particularly if it’s extended to other use cases.