The best Stratechery content from the week of June 9, 2025, including Apple’s Retreat at WWDC, Apple in China, and the upside ...

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.

An Interview with “Apple in China” Author Patrick McGee about Apple’s reluctant shift to outsourcing and how its position relative to its supply chain has shifted over time.

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.

AI coding is much broader than vibe coding, the dynamics of AI coding, and why OpenAI wants to own everything. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to ...

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