Windsurf's founders and IP are going to Google in the latest stinky deal that is downstream of regulator's recklessly messing the startup ecosystem.

The best Stratechery content from the week of July 7, 2025, including who invests and why, Apple's search for an AI partner, and if Xi Jinxping is on his way out.

Apple is considering partnering with foundation model providers to replace Siri; the choice of which is profound.

Positioning AI contenders — and losers — by their tech philosophy and business potential.

Meta won another fair use case, even though the judge wanted to rule against LLMs; he'll have a hard time doing so.

Stratechery is on summer break the week of June 30. There will be no Weekly Article or Updates. The next Update will be on Monday, July 7. Dithering, Sharp Tech, and Sharp China will also return the week of July 7. Greatest of All Talk and Asianometry will continue to publish. The full Stratechery posting […]

The best Stratechery content from the week of June 23, 2025, including AI and the Big Five, a compelling ruling on LLMs and the Fair Use Doctrine, and NBA salaries in tech (and the actual NBA).

An interview with Sierra founder and CEO Bret Taylor about his career in tech and the future of AI.

The first big AI copyright decision has come down, and it's a big win for AI. It also provides a blueprint for how Congress can do more.

Top AI talents is starting to get NBA level money — and they might still be underpaid.