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Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing ...

Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement ...

Windsurf’s founders and IP are going to Google in the latest stinky deal that is downstream of regulator’s recklessly messing the startup ecosystem.

One of the most paradoxical aspects of AI is that while it is hailed as the route to abundance, the most important financial outcomes have been about scarcity. The first and most obvious example has ...

The best Stratechery content from the week of July 7, 2025, including who invests and why, Apple’s search for an AI partner, and if Xi Jinxping is on his way out.

This is how I opened January 2023’s AI and the Big Five: The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable ...

Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.

The Internet changed how media competes to focus and quality, but quality is defined by your niche.

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.