Apple's WWDC keynote was extremely impressive: Apple Intelligence is something only Apple could build, and it enhances their platform power such that AI companies like OpenAI have to accept Apple's ...

Apple’s annual Worldwide Developer Conference keynote kicks off in a few hours, and Mark Gurman has extensive details of what ...

Computex 2024 feels like a big deal, as AI returns the focus to hardware; then, why I think AWS’s AI efforts are modular, ...

Apple briefly experimented with modularization in the 1990s, and it nearly bankrupted them; eventually the company went in the opposite direction and integrated all the way down to the processor, ...

Understanding why Databricks bought Tabular, and why there will still be a market for software in the future. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more.

Nvidia’s keynote was notable for how different it was than GTC in March. It was more like the Nvidia of old, and that misses the mark of how the company has won.

An interview with Casey Handmer about the solar energy revolution, including why solar is winning economically, why it’s better than nuclear, and the long-term implications of energy ...