Meta is reportedly buying 49% of Scale AI and hiring CEO Alexandr Wang; this seems to be deal about fixing Llama, not about Scale AI.

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.

The best Stratechery content from the week of June 2, 2025, including why Nike is working with Amazon, the logic of an ...

Meta made a deal with Anduril to develop headsets for the military; does Reality Labs finally have a customer that will ...

Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone.

The best Stratechery content from the week of May 26, 2025, including a human-agent epiphany, the danger of choosing to ...

An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services.