Stratechery

Duo Threats (This Week in Stratechery)

Write Things Down (Stratechery Article 9-8-2026)

Friction and Feedback (This Week in Stratechery)

Autonomy and Innovation (Stratechery Article 8-24-2026)

The CapEx Train Keeps Rolling (This Week in Stratechery)

Nvidia’s Risky Business (Stratechery Article 8-11-2026)

Who’s Afraid of Chinese Models? (Stratechery Article 7-20-2026)

Mainframes and Main Characters (This Week in Stratechery)

A Script for Mark Zuckerberg (Stratechery Article 7-7-2026)

Anthropic’s Safety Superpower (Stratechery Article 6-15-2026)

Hey Siri, Tell Me a Fable (This Week in Stratechery)

The iPhone’s Last Stand (Stratechery Article 6-9-2026)

The Google Capital Company (Stratechery Article 6-2-2026)

Luceing Their Mind (This Week in Stratechery)

The SpaceX IPO and Data Centers in Space (Stratechery Article 5-27-2026)

The Data Center Veto (This Week in Stratechery)

Shifting Alliances in a Changing World (This Week in Stratechery)

Amazon’s Durability (Stratechery Article 5-5-2026)

Long-term, Peripheral & Myopic Visions (This Week in Stratechery)

Tim Cook’s Impeccable Timing (Stratechery Article 4-21-2026)

Servers, Satellites, and Stars (This Week in Stratechery)

Mythos, Muse, and the Opportunity Cost of Compute (Stratechery Article 4-13-2026)

Myth and Mythos (This Week in Stratechery)

Apple, Acceleration, and AI (This Week in Stratechery)

Apple’s 50 Years of Integration (Stratechery Article 3-31-2026)

So Long to Sora (This Week in Stratechery)

Please Listen to My Podcast (This Week in Stratechery)

Agents Over Bubbles (Stratechery Article 3-16-2026)