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The latest theses, insights, and blog posts from Stratechery

Meta's AI Abundance

October 29, 2024

Boomer Apple

September 10, 2024

Intel Honesty

September 03, 2024

Integration and Android

August 14, 2024

Crashes and Competition

July 22, 2024

The E.U. Goes Too Far

July 08, 2024

Windows Returns

May 21, 2024

The Great Flattening

May 13, 2024

Meta and Reasonable Doubt

April 29, 2024

Meta and Open

April 23, 2024

MKBHD's For Everything

April 16, 2024

United States v. Apple

March 25, 2024

Nvidia Waves and Moats

March 19, 2024

Aggregator's AI Risk

March 04, 2024

Gemini and Google's Culture

February 26, 2024

The Apple Vision Pro

February 06, 2024

Intel's Humbling

January 30, 2024

Google's True Moonshot

December 18, 2023

Regretful Accelerationism

December 05, 2023

The OpenAI Keynote

November 07, 2023

Attenuating Innovation (AI)

November 01, 2023

China Chips and Moore's Law

October 18, 2023

Nvidia On the Mountaintop

August 28, 2023

Hollywood on Strike

July 17, 2023

Apple Vision

June 06, 2023

ChatGPT Gets a Computer

March 27, 2023

Netflix's New Chapter

January 23, 2023

AI and the Big Five

January 09, 2023

Consoles and Competition

December 12, 2022

AI Homework

December 05, 2022

Narratives

November 14, 2022

Meta Myths

October 31, 2022

Chips and China

October 25, 2022

Microsoft Full Circle

October 18, 2022

Meta Meets Microsoft

October 12, 2022

Nvidia In the Valley

September 26, 2022

Sharp Tech and Stratechery Plus

September 20, 2022

The AI Unbundling

September 12, 2022

The Services iPhone

September 08, 2022

Rights, Laws, and Google

August 29, 2022

Political Chips

August 03, 2022

Big Ten Blame

July 12, 2022

Data and Definitions

June 21, 2022

Thin Platforms

May 31, 2022

Warner Bros. Discovery

May 23, 2022

Cable's Last Laugh

May 10, 2022

The Current Thing

March 17, 2022

Tech and War

March 07, 2022

Shopify's Evolution

February 22, 2022

Digital Advertising in 2022

February 08, 2022

Gaming the Smiling Curve

February 01, 2022

The Intel Split

January 18, 2022

The Great Bifurcation

December 14, 2021