Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means ...

The first live sporting event was broadcast in the Vision Pro, and it’s a big disappointment. The experience could be amazing ...

Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means retreating from Reality Labs. The deal to put Gemini at the heart of Siri is ...

The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic ...

An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey about how AI labs and hyperscalers are leveraging demand to build ...

Nvidia is licensing Groq’s technology and hiring most of its employees; it’s the most potent application of tech’s don’t-call ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military ...

Facebook CEO Mark Zuckerberg began his speech last week by attempting to place free expression in the historical American context, and only then turned to discuss free expression in the context of ...

Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have ...