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6-4-2025 ($) •Anduril + Meta •Silicon Valley and the Pentagon •Meta's Motivations stratechery.com/2025/anduril-m…

6-5-2025 ($) An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI stratechery.com/2025/an-interv…

Nike’s Lessons on the Internet, Why Nike on Amazon Makes Sense, Meta and Anduril and Silicon Valley History sharptech.fm/member/episode…

The Trade War Becomes a Supply Chain War; A Global Rare Earth Emergency; Xu Qiliang and the Xi Rumor Mill This episode is free for everyone. sharpchina.fm/member/episode…

6-9-2025 ($) •Vibe Coding •Windsurf and Anthropic •ChatGPT Connectors stratechery.com/2025/vibe-codi…

Apple Retreats Apple’s WWDC was a retreat from not just last year’s WWDC, but potentially a broader reset for the company. That’s why it was a great presentation. stratechery.com/2025/apple-ret…

6-11-2025 ($) •Meta + Scale AI? •Meta's Reset •AI as Sustaining Innovation stratechery.com/2025/meta-scal…

6-12-2025 ($) An Interview with "Apple in China" Author Patrick McGee stratechery.com/2025/an-interv…

Apple’s WWDC Retreat, Liquid Glass and One Question, Meta Puts $14.8 Billion Toward an AI Reset This episode is free for everyone. sharptech.fm/member/episode…

“Apple in China is a masterpiece,” says Ben Thompson of Stratechery (best analyst in the biz) “It’s one of the best books about Apple ever written, one of the best books about China ever written, and absolutely belongs in the canon of essential books about the tech industry.”

2025.24: Apple and Its Safe Place The best Stratechery content from the week of June 9, 2025, including Apple’s Retreat at WWDC, Apple in China, and the upside down NBA Finals. stratechery.com/2025/apple-and…

6-17-2025 ($) •Microsoft-OpenAI Drama Continues •WhatsApp Ads •Channel Subscriptions and the Creator Perspective stratechery.com/2025/microsoft…

This seems like a pertinent Stratechery subtopic stratechery.com/topic/events/i…

Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China’ and Related Matters sharptech.fm/member/episode…

Checking In on AI and the Big Five A review of the current state of AI through the lens of the Big Five tech companies. stratechery.com/2025/checking-…

6-24-2025 ($) •Talent Wars •NBA Money •AI Money stratechery.com/2025/talent-wa…

6-26-2025 ($) An Interview with Sierra Founder and CEO Bret Taylor About AI Agents and Tech History Lessons stratechery.com/2025/an-interv…

2025.26: Two Years Into a New Era for Big Tech The best Stratechery content from the week of June 23, 2025, including AI and the Big Five, a compelling ruling on LLMs and the Fair Use Doctrine, and NBA salaries in tech (and the actual NBA). stratechery.com/2025/two-years…

I try not to let personal experiences color my analysis, so I guess I better not write about Charter for a while 🤬

27 minutes of commercials and previews ending with the phrase “AMC magic we make movies better” is pretty incredible!