Welcome back to This Week in Stratechery!
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On that note, here were a few of our favorites this week.
A Vibe Coding Adventure. It is thrilling to be an analyst in the age of AI, particularly because the questions seem so weighty. Are software companies doomed? Will white collars work exist in a decade? Might chip policy lead to war in the Taiwan Strait? All valid! And, at the same time, fretting about the future can foreclose an appreciation at how incredibly awesome this technology is, and that the possibilities really are endless. You can do anything — even organize your garage. That might sound silly, but technology, for all of its importance, is also fun, and I’m having a blast. — Ben Thompson
Apple in Europe (but not Siri AI). It was a footnote to Apple’s announcements at WWDC two weeks ago, but as expected, the now-fully-function Apple Intelligence products — aka Siri AI — will not be released in Europe because of the company’s ongoing battle with European regulators over the Digital Markets Act. On Dithering Tuesday, Ben and Gruber had a great 15-minute discussion about how maddening the situation continues to be, but I also appreciated the end of Ben’s Daily Update on Tuesday, which covered the same topic and explained why Apple’s own policies may well be what creates the long-term competitive changes the EU hopes to see. — Andrew Sharp
