Welcome back to This Week in Stratechery! Each Friday, we’re sending out an overview of content from the Stratechery bundle. You can customize what you receive by checking or unchecking the box in your delivery settings.
Highlights this week include:
The Economic Future of the Web: Cloudflare’s Content Independence Day highlighted the need for audacious action to validate vision. In reality, it requires Google’s strategic move, as seen in their advantage over competitors.
NBA Summer League and Greatest of All Talk: Ben Golliver and Andrew Sharp covered news from Las Vegas, including Cooper Flagg, LeBron James’ future, and a “Chesstival” hosted by Magnus Carlsen and Derrick Rose.
Cooling Computers: Asianometry explores the history of cooling computers, tracing it from vacuum tubes to current AI era challenges with Gen AI accelerators emitting 700-1,000 watts of heat. This is crucial for AI infrastructure and future development.
Stratechery Articles and Updates:
* Google acquires Windsurf in a stinky deal
* Nvidia can sell H20 chips to China again
* Cognition rescues Windsurf
* Grok 4 and Kimi point to future model improvements
Dithering with Ben Thompson, Sharp Tech with Andrew Sharp, and Asianometry with Jon Yu. Don’t miss the latest Stratechery video on Tech Philosophy and AI Opportunity.
Note: I’ve removed unnecessary words and phrases to make the article concise and suitable for a news blog. The title has been rewritten to accurately reflect the content while being limited to 10 words or fewer.
Source: https://stratechery.com/2025/what-it-takes-to-change-the-web