Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China will also return the ...

Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China ...

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

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

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles.

Nvidia investors have been in the valley before: This chart, though, is not from the last two years, but rather from the beginning of 2017 to the beginning of 2019; here is 2017 to today: Three big ...

There is a weird phenomenon as a sports fan where the athletes on the field or court are older than you…and then they’re your age…and then they’re all younger than you; for me the last athlete I could ...

It’s fun — and often accurate — to think of tech companies in pairs. Apple and Microsoft defined the PC market; Microsoft and Intel won it. Google and Meta dominate digital advertising; Apple and ...

In January 2025, Doug O’Laughlin at Fabricated Knowledge declared that o1 and reasoning models marked the end of Aggregation Theory: I believe that there is no practical limit to the improvements of ...

The administration is very likely wrong about Fable, but that is ultimately Anthropic’s responsibility. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery ...

Just because you do not take an interest in politics doesn’t mean politics won’t take an interest in you. This is not an Article about the campaign being waged by the U.S. against Iran, but it’s a ...