Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing ...

Podcasts have arrived as a major factor in the presidential election; being good on podcasts will be a prerequisite for ...

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 ...

Netflix's margin expansion highlight both its business model differentiation and also the advantage it has in maintaining its ...

Google Cloud and YouTube subscriptions are helping drive growth; Google’s expanding revenue drivers will help the company thrive with AI.

In the days after SpaceX’s awe-inspiring Starship launch-and-catch — watch the first eight minutes of this video if you haven’t yet — there was another older video floating around on X, this time of ...

TSMC's earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs are struggling Subscribe to Stratechery Plus to receive full access to ...

On the business, strategy, and impact of technology.

Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and ...

U.S. Communications were hacked by China via a purposeful vulnerability put in place by Congress and the FCC. Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more.