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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...

Thin Is In

2 months ago

Thick clients were the dominant form of device throughout the PC and...

Microsoft and Software Survival

3 months ago

Microsoft got hammered on Wall Street for capacity allocation decisions that were...

TSMC Risk

3 months ago

If hyperscalers and chip companies don't build up a TSMC competitor they...

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...