An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.

More on Humane’s attempt to replace the iPhone, and how Limitless is taking a drastically different approach. Both, though, ...

Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.

Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.

Intel is pushing for a world with a modular AI stack that runs at the edge, for obvious reasons. Then, both Meta and Google have new chips of their own.

On the business, strategy, and impact of technology.

Amazon's "Just Walk Out" technology is being scaled back, but it's not a total failure. Then, the CHIPS Act seems to be doing its job. Subscribe to Stratechery Plus to receive full access to ...

Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and ...

First, there is the moment when the news hits the wires: U.S. Sues Apple, Alleges Tech Giant Exploits Illegal Monopoly. This, we know, is the beginning of a long journey: there will be months or years ...