It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its ...

The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very ...

An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward. It appears that Nvidia will never ...

Welcome back to This Week in Stratechery! As a reminder, every Friday we are sending out this overview of content in the Stratechery Plus bundle; highlighted links are free for everyone. As a reminder ...

A focus on the tariff’s impact on Apple specifically, and how Apple itself contributed to China’s technological development.

The best Stratechery content from the week of March 24, 2025, including Google’s YouTube TV opportunity, acquisition of Wiz, ...

The best Stratechery content from the week of April 7, 2025, with a focus on the Trump administration’s disastrous tariffs, Apple’s complicated future, and how China might respond.

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military ...

The best Stratechery content from the week of April 7, 2025, with a focus on the Trump administration’s disastrous tariffs, Apple’s complicated future, and how China might respond.