This year Stratechery published 29 free Articles, 109 subscriber Updates, and 40 Interviews. Today, as per tradition, I ...

Anduril announced the Lattice SDK, which isn’t as exciting as a new weapon, but is in fact much more important for the future of the U.S. military ...

Rapidus, Japan’s new foundry on the leading edge, doesn’t make economic sense; it is one of many examples in that regard, as the world enters a new age of uncertainty and AI.

Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search.

Stratechery is on holiday from December 23, 2024 to January 3, 2025; the next Stratechery Update will be on Monday, January 6.

On the business, strategy, and impact of technology.