(Preview) Google and Apple Avert Disaster, More on Kpop Demon Hunters and Hollywood, Mail on Microsoft, Adobe and ASML

Talking through Google’s big win in court this week, including the confounding opinion from Judge Amit Mehta, a strategy that paid off for Google, anti-monopolists and the Chrome crusade, and the hidden cost of Apple’s Google money. From there: Mail on ChatGPT’s follow-up questions, a KPop Demon Hunters digression, what really killed Hollywood’s creativity, Microsoft’s future in the AI era, Adobe and Salesforce vs. disruption concerns, trailing edge chips, ASML, and Nvidia comes to DC.

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Google Remedy Decision, Reasonable Remedies, The Google Patronage Network — Stratechery Update

Friendly Google and Enemy Remedies — Stratechery

New Bing, and an Interview with Kevin Scott and Sam Altman About the Microsoft-OpenAI Partnership — Stratechery Update

GPT-5: It Just Does Stuff — One Useful Thing

Tech Philosophy and AI Opportunity — Stratechery

Paradigm Shifts and the Winner’s Curse — Stratechery

Innoveracy: Misunderstanding Innovation — Asymco

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