All Content
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Summer Break: Week of June 29
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 week of July 6. Greatest of All Talk and Asianometry will continue to publish. The full Stratechery posting schedule is here.
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An Interview with Figma CEO Dylan Field About Design and AI
An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.
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My Vibe Coding Adventure, The App and the Experience, Ten Takeaways
My experience and reflections on vibe coding an app that I plan on actually using regularly.
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Memory Chips and China, Microsoft and Chinese Models
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.
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Apple Price Increases, Apple Intelligence and the E.U.
Apple is (finally) raising prices, but they’re not shipping Siri AI to the E.U.
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The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
The administration is very likely wrong about Fable, but that is ultimately Anthropic’s responsibility.
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Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works
The market hates Fox’s acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter.
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Anthropic’s Safety Superpower
Anthropic’s belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.
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An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.
