TSMC and Intel’s approach to backside power are downstream of their cultures: customer-centric versus self-serving. It may ...

Figma is well-placed to succeed in an AI world, because they are an operating system. However, they need to move quickly to capitalize, and that explains why they are going public.

The best Stratechery content from the week of July 21, 2025, including exaggerated rumors of Google’s demise, content and ...

Figma is well-placed to succeed in an AI world, because they are an operating system. However, they need to move quickly to capitalize, and that explains why they are going public.

The old model for content sprung from geographic communities; the new model for content is to be the organizing principle for virtual communities.

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

Tesla is making future chips with Samsung, likely cementing the Korean company as the industry’s second supplier.

Six years ago tomorrow, in The Reality of Missing Out, I wrote that the digital advertising market was settled, and Google and Facebook won: I have been arguing for a while that in the aggregate the ...

Greatest Of All Talk A twice-weekly podcast from Andrew Sharp and Ben Golliver about the NBA, life, and national parks. Sharp China A weekly podcast from Andrew Sharp and Sinocism’s Bill Bishop about ...

Apple’s WWDC was a retreat from not just last year’s WWDC, but potentially a broader reset for the company. That’s why it was a great presentation.

Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.