Stratechery is on holiday from December 22, 2025 to January 2, 2026; the next Stratechery Update will be on Monday, January 5. In addition, Sharp Tech, Sharp China, and Dithering will all return ...

ChatGPT Image 1.5 launched, and while it seems comparable to Gemini’s Nano Banana Pro, the product around it shows OpenAI’s advantages. Then, Apple v. Epic rolls on.

Matthew Yglesias, in his new book One Billion Americans, admits: The One Billion Americans agenda — tripling the American population — is a radical suggestion that lies well outside the boundaries of ...

Nvidia investors have been in the valley before: This chart, though, is not from the last two years, but rather from the beginning of 2017 to the beginning of 2019; here is 2017 to today: Three big ...

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 ...

In the beginning was the mainframe. These were hardly computers as we know them today, but rather calculation machines that took in reams of data (via punch cards or magnetic tape) and returned ...

Last week OpenAI released DALL-E 2, which produces (or edits) images based on textual prompts; this Twitter thread from @BecomingCritter has a whole host of example output, including Teddy bears ...

Last Friday AMD surpassed Intel in market capitalization: This was the second time in history this happened — the first was earlier this year — and it may stick this time; AMD, in stark contrast to ...

The vast majority of Judge Yvonne Gonzalez Rogers decision in Epic v. Apple is both straight-forward and predictable; I wrote that the iPhone company would likely win when the lawsuit was filed, and ...

The first American automobile maker, Duryea Motor Wagon Company, was founded in 1895; 34 more auto-makers would be founded in the U.S. in the following five years. 1 Then, an explosion: an incredible ...

I have, as you might expect, authored several versions of this Article, both in my head and on the page, as the most extraordinary weekend of my career has unfolded. To briefly summarize: On Friday, ...