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The best Stratechery content from the week of July 14, 2025, including the economic future of the web, Greatest of All Talk in Las Vegas, and how we cool computers.
With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...
Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing ...
Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement ...
Meta won another fair use case, even though the judge wanted to rule against LLMs; he’ll have a hard time doing so.
Positioning AI contenders — and losers — by their tech philosophy and business potential.
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.
Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.
Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.
The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are on… ...