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

An interview with Cursor founder and CEO Michael Truell about AI coding and capturing the critical point of integration in the AI value chain.

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.

Nike executed a disastrous pivot over recent years, away from physical retail to D2C. Now they have no choice but to embrace Amazon, but that might be the best thing that could happen to them.