Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs ...

The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built ...

The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer ...

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura ...

Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have ...

Stratechery has benefited from a Meta cheat code since its inception: wait for investors to panic, the stock to drop, and write an Article that says Meta is fine — better than fine even — and sit back ...

President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes all in ...

Apple's earnings reflect the company's device-centric approach to AI; then, the widescreen Mac display is the Vision Pro's killer app. Subscribe to Stratechery Plus to receive full access to ...