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

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 ...

If WWDC’s opening video — which cast Apple executives as characters in the upcoming F1 movie, with Senior Vice President of Software Engineering Craig Federighi in the starring role — was a bit of a ...

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.

At the same time, Substack Pro isn’t like a book advance at all in a way that is much more advantageous to the writer. Book publishers own the publishing rights and control the royalties as long as it ...

Everything about this video was exceptional at the time, and just as critically, nothing was objectionable. After all, the iPhone was still a small business; from a developer perspective, the App ...

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 ...

I can’t completely vouch for every number on this table (which was sourced from Wikipedia), as Apple hasn’t yet released the full technical details of the M3 Ultra, and it’s not yet available for ...

You have almost certainly seen this chart about newspaper advertising revenue since World War II: The obvious takeaway is that the Internet killed what had been a profitable and growing business; what ...