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.

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 ...

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.

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 ...

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 ...

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 ...