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Latest posts
Last updated 2 days ago
The 2025 Stratechery Year in Review
20 days ago
The most popular and most important posts on Stratechery in 2025 Listen...
Netflix and the Hollywood End Game
30 days ago
Netflix is driving the Hollywood end game, likely confident it can increase...
Google, Nvidia, and OpenAI
about 1 month ago
OpenAI and Nvidia are both under threat from Google; I like OpenAI's...
Robotaxis and Suburbia
about 2 months ago
Robotaxis are poised to further close the delta between suburbs and the...
Resiliency and Scale
3 months ago
Decreasing transportation and communications costs increases resiliency in theory, but destroys it...
Sora, AI Bicycles, and Meta Disruption
3 months ago
Sora is going viral, suggesting there is a big opportunity in unlocking...
The YouTube Tip of the Google Spear
4 months ago
I've come to appreciate Google's amorphous nature; what makes me bullish is...
iPhones 17 and the Sugar Water Trap
4 months ago
Apple's iPhone announcement was impressive, but no one was impressed, because Apple...
SpaceX Buys Spectrum, Spectrum Specifics, SpaceX's Big Bet
4 months ago
SpaceX just made a huge deal for spectrum, but they will still...