President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes ...

Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing ...

An interview with Timothy Lee about Understanding AI, including the current state of AI, the limitations of LLMs, and who is going to win in self-driving cars.

Podcasts have arrived as a major factor in the presidential election; being good on podcasts will be a prerequisite for ...

Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.

Google Cloud and YouTube subscriptions are helping drive growth; Google’s expanding revenue drivers will help the company thrive with AI.

Stratechery has benefited from a Meta cheat code since its inception: wait for investors to panic, the stock to drop, and write an Article that says Meta is fine — better than fine even — and sit back ...

On the business, strategy, and impact of technology.