Musk should double down on serving other companies.

Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.

An interview with Joanna Stern about her new book about living with AI, and starting her own media company. With Stratechery ...

Wall Street loved Google’s earnings, and hated Meta’s, even though the latter’s core business was more impressive. The difference is that Google is monetizing its investments now ...

President Trump is on the way to China, and Sharp China is your go-to podcast for understanding what happens next. Add it to your podcast player now in anticipation of the next few episodes breaking ...

Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI. Subscribe to Stratechery Plus for full access. With Stratechery ...

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.

Amazon’s earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights. Subscribe ...

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.

Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won’t matter when humans aren’t involved. Microsoft unveils its new ...

Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI. Wall Street loved Google’s earnings, and hated Meta’s, even though ...