The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built ...

Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs ...

The Tyson-Paul boxing match was Netflix's biggest event yet, as the company draws increasingly clear lines between customer ...

Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something ...

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura ...

President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes all in ...

Apple's earnings reflect the company's device-centric approach to AI; then, the widescreen Mac display is the Vision Pro's killer app. Subscribe to Stratechery Plus to receive full access to ...