ChatGPT Image 1.5 launched, and while it seems comparable to Gemini's Nano Banana Pro, the product around it shows OpenAI's advantages. Then, Apple v. Epic rolls on.
An interview with Rivian founder and CEO RJ Scaringe about starting a car company, scaling, and building for an autonomous future.
Disney made a deal with OpenAI, which both speaks to the durability of Disney's assets and to OpenAI's competition with Google.
An interview with Ryan Jones about Flighty, my favorite iOS app, and how the App Store has evolved over the last 15 years.
The Trump administration has effectively unwound the Biden era chip controls by selling the H200 to China; I agree with the decision, which is a return to longstanding U.S. policy.
An interview with MoffettNathanson's Michael Nathanson about Netflix's acquisition of Warner Bros. and the Hollywood end game.
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
An interview with Atlassian founder and CEO Mike Cannon-Brookes about building Atlassian and why he is optimistic about AI.
AWS re:Invent sought to present AI solutions in the spirit of AWS' original impact on startups; the real targets may be the startups from that era, not the current one.
OpenAI is declaring code red and doubling down on ChatGPT, highlighting the company's bear case. Then, AWS makes it easier to run AI workloads on other clouds.
OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.
Anthropic's Opus 4.5 appears to be a big breakthrough that slots into Anthropic's enterprise strategy, while ChatGPT gets new consumer features, and Meta might use Google's TPUs
Nvidia earnings are the wrong place to look for evidence of an AI bubble; the company's margins should be safe if power is the limiting factor.
An interview with Eric Seufert about the right advertising model for AI, the right AI for Meta, and why personalized advertising is good for society.
Gemini 3 is out, and looks to be state of the art. What does that mean for everyone else in the AI space, and what markets might Google win?
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 respond because of encryption, while Google looms.
An interview with Unity CEO Matthew Bromberg about a career focused on turnarounds, from EA's KOTR to Zynga and now to Unity.
Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is tiny now.
SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should partner with Apple to deliver truly differentiated experiences.