Stop me if you heard this one before. From Bloomberg: Mark Zuckerberg is asking investors for patience again. Instead, they’re alarmed. After Meta Platforms Inc. revealed that it will spend billions of dollars more than expected this year — fueled by investments in artificial intelligence — the company’s chief executive officer did his best to...

Apple released the Vision Pro on February 2; 12 days later Meta CEO Mark Zuckerberg delivered his verdict: View this post on Instagram A post shared by Mark Zuckerberg (@zuck) Alright guys, so I finally tried Apple’s Vision Pro. And you know, I have to say that before...

Anniversaries are strange: no one but those involved have any reason to even know they exist, which makes them easy to skip; for example, last year I mostly ignored the 10 year anniversary of starting Stratechery because I was more eager to write about ChatGPT Getting a Computer. That leaves today, April 16, as my last chance to mark a tin anniversary:...

It was impossible to miss the leading message at yesterday’s Google Cloud Next keynote: Google has the best infrastructure for AI. This was CEO Sundar Pichai in his video greeting: I want to highlight just a few reasons Google Cloud is showing so much progress. One is our deep investments in AI. We’ve known for a while that AI would transform...

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 of filings and discovery and preliminary rulings; eventually we will have a trial, and months after that a decision. Then there are the appeals, first...

This Article is available as a video essay on YouTube From the Wall Street Journal: The Nvidia frenzy over artificial intelligence has come to this: Chief Executive Jensen Huang unveiled his company’s latest chips on Monday in a sports arena at an event one analyst dubbed the “AI Woodstock.” Customers, partners and fans of the chip company...