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.

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, ...

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

Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China. Subscribe to Stratechery Plus for full access. With ...

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 ...

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.