Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.

ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t ...

It’s funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to ...

SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should partner with Apple to deliver truly ...

Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves groceries by getting faster tat delivering everything else.

An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — ...

Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is ...

An interview with Unity CEO Matthew Bromberg about a career focused on turnarounds, from EA’s KOTR to Zynga and now to Unity.

Apple is already benefitting from AI via the App Store. Meanwhile, Siri will white-label Gemini; the long-term implications are significant.

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.

It was only 11 months ago that I wrote an Article entitled Nvidia In the Valley; the occasion was yet another plummet in their stock price: To say that the company has turned things around is, ...