The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.

Apple is well and truly a services company; hardware is necessary but insufficient for future growth.

The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees.

The most important takeaway from Google's Pixel event is that it is Android that matters most, and Google's integration with Android is worth preserving if the goal is spurring innovation.

The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.

The recent Windows crashes are downstream from trying to encourage competition in areas Microsoft should have never made open to begin with, highlighting the challenge for regulators.

Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U. continues down this path they are likely to see fewer new features and no new companies.

Stratechery is on summer break the week of July 1. There will be no Weekly Article or Updates. The next Update will be on Monday, July 8. In addition, the next episode of Dithering will be on Tuesday, July 9 and the next episode of Sharp Tech will be on Thursday, July 11. Sharp China […]

Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late, but right on time.

Breaking down the Big Tech AI landscape through the lens of integration and modularization