Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is ...
Trump’s new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on ...
With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.
I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation. Trump’s new tariffs take aim at the de minimis ...
An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.
An interview with Daniel Gross and Nat Friedman about Stargate, DeepSeek, and where the margins and moats will come with models.
Box’s route to its IPO, ten years ago this month, was a difficult one: the company first released an S-1 in March 2014, and potential investors were aghast at the company’s mounting losses; the ...
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. An interview with Matthew Ball about the current ...
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.
Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI. Subscribe to ...
Mark Zuckerberg is making big changes to Meta’s moderation policies; it’s the next step in a journey that has been more nuanced than people think — and it’s one I relate to. Subscribe to Stratechery ...
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