Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China ...

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.

The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models. Subscribe to Stratechery Plus for full ...

Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China will also return the ...

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

The best Stratechery content from the week of June 15, 2026, including Anthropic, e-commerce in the age of AI, and the NBA Finals being a perfect 10.

Intel may not be the most obvious place to start when it comes to the China chip sanctions announced by the Biden administration three weeks ago (I covered the ban in the Daily Update here and here); ...

In last week’s interview with Stratechery, Microsoft CEO Satya Nadella explained why the company was open to partnering with Meta for VR: The way I come at it, Ben, is that I like to separate out, ...

It was difficult in the beginning to answer the question I got from everyone: what’s it like living in America again? After all, I had been coming back to Wisconsin in the summer for years, and my ...

That image is from Robert Gordon’s book The Rise and Fall of American Growth; one of the more startling facts surrounding this graph is that between 1910 and 1930 the average household purchased 3.1 ...