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 Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention. Shopify is poised to be one of the biggest winners from AI; it would ...

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention. Shopify is poised to be one of the biggest winners from AI; it would ...

Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling. Thick clients were the dominant form of device throughout ...

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. The deal to put Gemini at the heart of Siri is official, and it makes sense for both ...

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.

It really was jarring to see those employment figures the same week that tech company after tech company reported mostly disappointing earnings, and worse forecasts, all on the heels of layoffs. Even ...