Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is ...
SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should partner with Apple to deliver truly ...
Apple is already benefitting from AI via the App Store. Meanwhile, Siri will white-label Gemini; the long-term implications are significant.
An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — ...
The best Stratechery content from the week of November 3, 2025, including frothiness and the futrue, Amazon’s future in AI and groceries, and the US-China Trade Deal one week later.
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