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OpenAI is acquiring io, Jony Ive’s hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response.

Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new content marketplace for AI.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

In 2015, Felix Salmon wrote about The Ingredients of a Great Newsletter, and used yours truly as an example. While that page no longer exists, the annotations Salmon made to my February 5, 2015 Update ...

Apple is not doomed, although things were feeling pretty shaky a couple of weeks ago, when the so-called “Liberation Day” tariffs were poised to make the company’s manufacturing model massively more ...

In 1980 IBM, under pressure from its customers to provide computers for personal use, not just mainframes, set out to create the IBM PC; given the project’s low internal priority but high external ...

The original Pixel was released in 2016 at the end of interesting, at least when it came to smartphones. Two years earlier Apple had finally knocked down every barrier limiting iPhone growth, ...

Apple did what needed to be done to get that unfortunate iPad ad out of the news; you know, the one that somehow found the crushing of musical instruments and bottles of paint to be inspirational: The ...

Alright guys, so I finally tried Apple’s Vision Pro. And you know, I have to say that before this, I expected that Quest would be the better value for most people since it’s really good and it’s like ...