Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China ...

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.

The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models. Subscribe to Stratechery Plus for full ...

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China will also return the ...

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

The best Stratechery content from the week of April 13, 2026, including the cost of AI, what Amazon is doing with Globalstar, and Nico Rosberg on racing and investing.

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.

This is how I opened January 2023’s AI and the Big Five: The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable ...

It was difficult in the beginning to answer the question I got from everyone: what’s it like living in America again? After all, I had been coming back to Wisconsin in the summer for years, and my ...