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Latest posts
Last updated 3 days ago
Microsoft and Software Survival
3 days ago
Microsoft got hammered on Wall Street for capacity allocation decisions that were...
Apple: You (Still) Don't Understand the Vision Pro
25 days ago
The first live sporting event was broadcast in the Vision Pro, and...
AI and the Human Condition
about 1 month ago
AI might replace all of the jobs; that's only a problem if...
The 2025 Stratechery Year in Review
about 2 months ago
The most popular and most important posts on Stratechery in 2025 Listen...
Netflix and the Hollywood End Game
2 months ago
Netflix is driving the Hollywood end game, likely confident it can increase...
Google, Nvidia, and OpenAI
2 months ago
OpenAI and Nvidia are both under threat from Google; I like OpenAI's...
Robotaxis and Suburbia
3 months ago
Robotaxis are poised to further close the delta between suburbs and the...
Resiliency and Scale
4 months ago
Decreasing transportation and communications costs increases resiliency in theory, but destroys it...
Sora, AI Bicycles, and Meta Disruption
4 months ago
Sora is going viral, suggesting there is a big opportunity in unlocking...