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Latest posts
Last updated 4 days ago
Tim Cook's Impeccable Timing
4 days ago
Tim Cook had an extraordinary run — and impeccable timing, both in...
Mythos, Muse, and the Opportunity Cost of Compute
12 days ago
Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch...
Apple's 50 Years of Integration
25 days ago
Apple has survived 50 years by being the only company integrating hardware...
Agents Over Bubbles
about 1 month ago
Agents are fundamentally changing the shape of demand for compute, both in...
Anthropic and Alignment
about 2 months ago
Anthropic is in a standoff with the Department of War; while the...
Microsoft and Software Survival
3 months ago
Microsoft got hammered on Wall Street for capacity allocation decisions that were...
Apple: You (Still) Don't Understand the Vision Pro
3 months ago
The first live sporting event was broadcast in the Vision Pro, and...
AI and the Human Condition
4 months ago
AI might replace all of the jobs; that's only a problem if...
The 2025 Stratechery Year in Review
4 months ago
The most popular and most important posts on Stratechery in 2025 Listen...
Netflix and the Hollywood End Game
5 months ago
Netflix is driving the Hollywood end game, likely confident it can increase...