President’s Trump plan for the U.S. to get paid by Nvidia and AMD for China exports is dubious, but overall policy is headed ...

The NFL is taking equity in ESPN. It’s a great deal for Disney, driven by the NFL’s long-term concern about tech dominance.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...

The best Stratechery content from the week of August 11, 2025, including Facebook is Dead; Long Live Meta, GPT-5’s Arrival, and the Top 5 Airports.

The best Stratechery content from the week of August 4, 2025 including what Nokia can teach us about the AI era, what the NFL wants from ESPN, and how Visa conquered debit cards.

It’s fun — and often accurate — to think of tech companies in pairs. Apple and Microsoft defined the PC market; Microsoft and Intel won it. Google and Meta dominate digital advertising; Apple and ...

GPT-5 seems fine; the more interesting questions are about the ChatGPT product and OpenAI’s tradeoffs.

Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence. President’s Trump plan for the U.S. to get paid by Nvidia and AMD for ...

President’s Trump plan for the U.S. to get paid by Nvidia and AMD for China exports is dubious, but overall policy is headed in the right direction. The NFL is taking equity in ESPN. It’s a great deal ...