The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.

The iPhone 16e is more expensive than the SE it replaces, but the situation is probably temporary as Apple resets its lineup for Apple Intelligence ...

An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, and why the suburbs will be the place to be.

More on the U.K. vs. Apple, and then Netflix’s earnings demonstrate how an Aggregator’s advantage compounds via pricing power ...

Grok-3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.

The Super Bowl drew record ratings even if it wasn’t a big deal on social media; the NBA has the opposite problem. Is ...

An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, and why the suburbs will be the place to be.

Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons. Subscribe to ...

I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation. Subscribe to Stratechery Plus for full access. With ...

Trump’s new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on effects on Amazon and Meta. Subscribe to Stratechery Plus for full access. With ...

An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects. Subscribe to Stratechery Plus for full access.

Microsoft and Meta both emphasized their optionality as models become a commodity. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the subscriber-only ...