News

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 potentially a broader reset for the company. That’s why it was a great presentation.
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 ...
An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services.
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.
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 ...