A much better antitrust case against Apple would focus on developers, not customers. Then, the E.U. is investigating all of American tech under the DMA; the chances of Apple leaving are not zero.
Microsoft is acquiring Inflection AI in everything but name, which makes everything about this deal very strange.
More on the Apple antitrust case, and the pertinent question of whether or not the iPhone has dominant market share. Then, why the DOJ’s theory of the case is fundamentally flawed.
Nvidia’s GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT, which is related to Nvidia’s need to dig a new kind of software moat.
Apple releases a new paper about AI, while there are rumors the company might partner with Google to offer Gemini in iOS; both make sense for Apple’s strategic position.
An interview with Hugo Barra about his career at Nuance, Android, Xiaomi, and Meta on the Oculus team, with an extended discussion about the Vision Pro. Subscribe to Stratechery Plus to receive full ...
First, there is the moment when the news hits the wires: U.S. Sues Apple, Alleges Tech Giant Exploits Illegal Monopoly. This, we know, is the beginning of a long journey: there will be months or years ...
On the business, strategy, and impact of technology.