AI is going to be bad for security in the short-term, but much better than humans in the long-term. With Stratechery Plus you ...

Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI ...

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: There will be no Update on Thursday, March 19 There will be no Update on Monday and Tuesday, March ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Arm is selling its own chips, not just licensing IP. It’s a big change compared to Arm’s history, but not surprising given how computing is evolving. Subscribe to Stratechery Plus for full access.

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all ...

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I will return to my usual posting schedule on Tuesday, March 31. All other Stratechery Plus content, ...

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all ...

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I will return to my usual posting schedule on Tuesday, March 31. All other Stratechery Plus content, ...

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I will return to my usual posting schedule on Tuesday, March 31. All other Stratechery Plus content, ...

Yesterday Anthropic released Claude Sonnet 3.7; Dylan Patel had the joke of the day about Anthropic’s seeming aversion to the number “4”, which means “die” in Chinese: Anthropic is also a chinese ai ...