The best Stratechery content from the week of June 9, 2025, including Apple’s Retreat at WWDC, Apple in China, and the upside ...

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

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.

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.

Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone.

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 ...

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. Apple’s WWDC was a retreat from not just last year’s WWDC, but ...

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

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 ...

Ethan Zuckerman wrote in The Atlantic in 2014: I have come to believe that advertising is the original sin of the web. The fallen state of our Internet is a direct, if unintentional, consequence of ...