Generative AI is clearly a big deal, but the biggest winner so far is Nvidia, in one of the clearest examples of the picks-and-shovels ethos on which San Francisco was founded: the most money to be ...

Podcasts have arrived as a major factor in the presidential election; being good on podcasts will be a prerequisite for ...

Netflix’s margin expansion highlight both its business model differentiation and also the advantage it has in maintaining its ...

Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and ...

On the business, strategy, and impact of technology.

TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs ...

An interview with Hugo Barra about Meta’s XR strategy, including where augmented reality fits in the history of computing, what AR apps will look like, and the evolution of hardware, ...

Intel and AMD are coming together to evolve x86; this is a shock given their history, but not a surprise given their reality. Subscribe to Stratechery Plus to receive full access to Stratechery and a ...