2025
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2025.28: Tech Philosophy and AI Strategy
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.
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Summer Break: Week of June 30
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 schedule…
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2025.26: Two Years Into a New Era for Big Tech
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).
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Training AI is Fair Use, Product Protection Versus LLM Liability, Piracy and Competition
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.