An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.

Microsoft is taking another shot at the unified workspace with Copilot Pages; Salesforce, meanwhile, is going directly to ...

Last quarter, Apple made about $22 billion in profit from products and $18 billion from Services. It’s the closest those two lines have ever come to each other.

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the ...

Unity is scrapping its controversial runtime fee, but the reasons to institute it in the first place remain; then, Sony is rationally selling a very expensive PlayStation Pro, ...

OpenAI's has a new model called o1; it's a new approach that solves some of the key limitations of current LLMs — and it solves crossword puzzles. Subscribe to Stratechery Plus to receive full access ...

On the business, strategy, and impact of technology.

Thinking about Intel rescue plans, then Nvidia’s earnings were expectedly uneven; what is unexpected is the extent to which ...

It really is a valley: There, right in the middle of the Santa Clara Valley, formed by the Santa Cruz Mountains on the west and the Diablo Range on the east, lies the once-sleepy city of Mountain View ...