An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention.

Amazon’s massive CapEx increase makes me much more nervous than Google’s, but it is understandable. With Stratechery Plus you ...

Google announced a massive increase in CapEx that blew away expectations; the companies earnings results explain why the increase is justified.

Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling. Subscribe to Stratechery Plus for full access. With ...

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

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention. Spotify’s nature as a content network means that AI is a sustaining ...

An interview with me by John Collison on the Cheeky Pint podcast about AI, ads, and the history of Stratechery. Spotify’s nature as a content network means that AI is a sustaining technology, ...

An interview with Benedict Evans about the crisis facing software, the future of the corporation, OpenAI, and the struggle to define the LLM paradigm.

One way to track the AI era, starting with the November 2022 launch of ChatGPT, is by which Big Tech company was, at a particular point in time, thought to be most threatened. At the beginning ...