WarnerBros. Discovery is splitting up, but the real split goes back to Turner Broadcasting.

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.

The best Stratechery content from the week of June 9, 2025, including Apple’s Retreat at WWDC, Apple in China, and the upside ...

Meta made a deal with Anduril to develop headsets for the military; does Reality Labs finally have a customer that will ...

The best Stratechery content from the week of June 2, 2025, including why Nike is working with Amazon, the logic of an ...

Meta is reportedly buying 49% of Scale AI and hiring CEO Alexandr Wang; this seems to be deal about fixing Llama, not about Scale AI.

An interview with Cursor founder and CEO Michael Truell about AI coding and capturing the critical point of integration in the AI value chain.

An Interview with “Apple in China” Author Patrick McGee about Apple’s reluctant shift to outsourcing and how its position relative to its supply chain has shifted over time.

Om Malik has been observing, writing about, and investing in technology for going on three decades; that’s one reason I find his unabashed enthusiasm for the Apple Vision Pro to be notable. Malik ...

When I first went independent with Stratechery, I had a plan to make money on the side with speaking, consulting, etc.; what made me pull the plug on the latter was my last company speaking gig, with ...

Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. So begins my about page, and there is no company that expands to fill ...

Intel may not be the most obvious place to start when it comes to the China chip sanctions announced by the Biden administration three weeks ago (I covered the ban in the Daily Update here and here); ...