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 ...

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 ...

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 ...

On the business, strategy, and impact of technology.

An interview with Ben Bajarin about AI’s impact on the smartphone market, including the differing strategies between Apple and Google. Then, a long discussion about what to do about Intel.