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.

An Interview with “Apple in China” Author Patrick McGee about Apple’s reluctant shift to outsourcing, its stunning success, and how its position relative to its supply chain has ...

Meta is reportedly buying 49% of Scale AI and hiring CEO Alexandr Wang; this seems to be deal about fixing Llama, not about Scale AI.

An interview with Cursor founder and CEO Michael Truell about AI coding and capturing the critical point of integration in the AI value chain.

The best Stratechery content from the week of June 2, 2025, including why Nike is working with Amazon, the logic of an ...

Meta made a deal with Anduril to develop headsets for the military; does Reality Labs finally have a customer that will ...

The best Stratechery content from the week of May 26, 2025, including a human-agent epiphany, the danger of choosing to ...

AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to ...

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. Nike executed a disastrous pivot over recent years, ...

Andreessen Horowitz is going direct. From the a16z website, natch: People want to learn about the future. If Software really is Eating the World, there needs to be a place that is dedicated to ...

Arguments in Epic Games, Inc. v. Apple Inc. wrapped up yesterday; Judge Yvonne Gonzales Rogers noted she had thousands of documents to pore over, but hoped to issue a decision within the next few ...