【文章标题】：2026.34: App Snore
【文章标题翻译】：2026.34：App 鼾声
【文章正文】：
(
Adam Mares
, Greatest of All Talk)
（亚当·马雷斯，Greatest of All Talk）
Welcome back to This Week in Stratechery!
欢迎回到《本周 Stratechery》！
As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle;
提醒一下，每周五我们都会发送 Stratechery 捆绑内容的概览；
highlighted links are free for everyone
. Additionally, you have complete control over what we send to you. If you don’t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in
your delivery settings
.
高亮链接对所有人免费。此外，您可以完全控制我们发送给您的邮件。如果您不想接收《本周 Stratechery》电子邮件（没有播客），请在您的投递设置中取消勾选该框。
On that note, here were a few of our favorites this week.
说到这里，以下是我们本周最喜欢的一些内容。
Apple Makes Compromises in the EU.
苹果在欧盟做出妥协。
Ben has covered the angst surrounding the App Store since the beginning of Stratechery and was focused on Apple’s policies long before it was cool. Now that the company’s finally been forced to compromise in various forums
—
including a settlement this week with the EU, as well adjustments to its ATT policies in Germany
—
I thought the most remarkable aspect of
Ben’s coverage on Wednesday
was how incidental and boring it all seems in the shadow of the possibilities and concerns that exist everywhere else in tech right now. We had a fun conversation about that dynamic at the top of
this week’s episode of Sharp Tech
before turning to AI cybersecurity, vibe coding epiphanies, and more insight on writing with and without AI.
—
Andrew Sharp
本从 Stratechery 创立之初就一直在报道围绕 App Store 的焦虑情绪，早在苹果政策成为热门话题之前就关注了。如今，该公司终于被迫在各种论坛上做出妥协——包括本周与欧盟达成和解，以及调整其在德国的 ATT 政策——我认为本周三报道中最引人注目的方面是，在科技领域其他所有可能性和担忧的阴影下，这一切显得多么偶然和无聊。在本周 Sharp Tech 节目的开头，我们就这一动态进行了一番有趣的对话，然后转向了 AI 网络安全、氛围编程的顿悟，以及关于使用和不使用 AI 写作的更多见解。
——安德鲁·夏普
Truth (Social) and Reconciliation.
真相（社交）与和解。
Sharp China returned from its annual August hiatus this week, and in
an episode that’s outside the paywall
, we talked about various sources of U.S.-China friction before Xi’s visit to D.C. in September. Before that, however, we began in Korea with more questions than answers as Foreign Minister Wang Yi descended on Seoul in the wake of President Trump’s abrupt Sunday evening decision to reduce joint military exercises between the US and ROK. As for that Trump decision, in
this week’s Sharp Text article
, I used the Korea news as an opportunity to marvel at the exhausting economy of takes and theories that accompanies every foreign policy decision (and meme) under the current administration.
—
AS
Sharp China 本周从每年八月的休整中回归，在一期付费墙之外的节目中，我们讨论了习近平九月访问华盛顿之前美中摩擦的各种来源。不过在此之前，我们从韩国开始，当时外交部长王毅在特朗普总统周日晚上突然决定减少美韩联合军演后抵达首尔，我们带着更多疑问而非答案。至于特朗普的那个决定，在本周的 Sharp Text 文章中，我以韩国新闻为契机，感叹当前政府下每一个外交政策决定（和梗）所伴随的令人疲惫的观点和理论经济。
——AS
August Fun with the Clippers and Lakers
. During the quietest period of the NBA calendar, there’s actually been quite a bit of news out of L.A. On one hand, we have a terrific mess as Buss family members squabble and Mark Walter’s DOJ-flavored cashflow problems have led to a shocking sale nine months after he initially purchased the team. On the other, Steve Ballmer and the crosstown Clippers might be in the (relative) clear after a 12-month NBA investigation into alleged salary cap circumvention. We discussed all of it on
this week’s Greatest of All Talk
, including frustrations with Clippers media coverage, what the NBA wants for the Lakers, and a memorable Top 5 segment about our top vacations.
—
AS
八月与快船和湖人的趣事。在 NBA 赛程最安静的时期，洛杉矶实际上有不少新闻。一方面，巴斯家族成员争吵不休，马克·沃尔特带有司法部色彩的现金流问题导致他在最初购买球队九个月后令人震惊地出售球队，这真是一团糟。另一方面，史蒂夫·鲍尔默和同城的快船在 NBA 对涉嫌工资帽规避行为进行为期 12 个月的调查后，可能（相对）清白。我们在本周的 Greatest of All Talk 节目中讨论了所有这些，包括对快船媒体报道的不满、NBA 对湖人的期望，以及一个关于我们最佳假期的难忘 Top 5 环节。
——AS
Stratechery Articles and Updates
Stratechery 文章与更新
Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
— Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market of models and the chance at Aggregation.
Stripe 收购 OpenRouter，聚合 AI？，翻转商业模式——据报道 Stripe 将收购 OpenRouter，这是对未来模型市场和聚合机会的隐性押注。
Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
— Nvidia makes another deal, this time with a frontier lab; Anthropic’s revenue continues to amaze; and maybe data finally is oil.
英伟达支持 OpenAI 数据中心，Anthropic 新闻，谷歌购买精神航空数据——英伟达又达成一笔交易，这次是与一家前沿实验室；Anthropic 的收入继续令人惊叹；也许数据终于成了石油。
Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
— Apple’s App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it’s ok it’s late.
苹果与欧盟和解，美国 App Store 费用，德国 ATT 规则——苹果的 App Store 终于面临降低费用的现实，欧盟应该对其工作感到满意；虽然晚了，但没关系。
Sharp Text by Andrew Sharp
安德鲁·夏普的 Sharp Text
So What Was Trump Saying to South Korea on Sunday?
—
A snapshot of Truth Social foreign policy and the take economy it inspires.
那么特朗普周日对韩国说了什么？——Truth Social 外交政策及其引发的观点经济快照。
Dithering with Ben Thompson and Daring Fireball’s John Gruber
与本·汤普森和 Daring Fireball 的约翰·格鲁伯一起犹豫不决
More on Watermarking
关于水印的更多内容
Apple Settles With EU
苹果与欧盟和解
Asianometry with Jon Yu
Asianometry 与 Jon Yu
How TSMC Uses Old Fabs to Make New Chips
台积电如何利用旧晶圆厂制造新芯片
China Built 700 Waste-to-Energy Plants in 6 Years
中国六年内建成 700 座垃圾焚烧发电厂
Sharp China with Andrew Sharp and Sinocism’s Bill Bishop
Sharp China 与安德鲁·夏普和 Sinocism 的比尔·毕晓普
Wang Yi Visits South Korea; Remembering Zhu Rongji; US-China Ahead of Xi’s Visit; How China Monitors Foreigners
王毅访问韩国；怀念朱镕基；习近平访问前的美中关系；中国如何监控外国人
Greatest of All Talk
Greatest of All Talk
August Fun with the Lakers and Clippers, Top 5 Takeable Teams or Players, Top 5 Vacations
八月与湖人和快船的趣事，Top 5 可接管的球队或球员，Top 5 假期
Sharp Tech with Andrew Sharp and Ben Thompson
Sharp Tech 与安德鲁·夏普和本·汤普森
The App Store in the Shadow of AI, Offensive and Defensive Cybersecurity, Q&A on Financial Planning, AI Writing, American Sports
AI 阴影下的 App Store，进攻性与防御性网络安全，关于财务规划、AI 写作、美国体育的问答
This week’s Sharp Tech video is on the turnover at DeepMind.
本周的 Sharp Tech 视频是关于 DeepMind 的人员流动。