Shopify is back to sustained growth thanks to discovering the leverage of software. Subscribe to Stratechery Plus to receive ...

Apple’s earnings reflect the company’s device-centric approach to AI; then, the widescreen Mac display is the Vision Pro’s ...

AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.

An interview with Timothy Lee about Understanding AI, including the current state of AI, the limitations of LLMs, and who is going to win in self-driving cars.