Stratechery Plus Adds Greatest Of All Talk
Announcing the newest addition to the Stratechery Plus bundle: Greatest of All Talk, a podcast about...
Netflix’s New Chapter
Netflix waited out Blockbuster with better economics, and it's seeking to do the same with its...
Holiday Break: December 26th to January 5th
Stratechery is on holiday from December 26, 2022 to January 5, 2023; the next Stratechery Update...
The 2022 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2022.
Consoles and Competition
Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is...
AI Homework
The first obvious casualty of large language models is homework: the real training for everyone, though,...
Narratives
What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter...
Stratechery Plus Adds Sharp China with Sinocism’s Bill Bishop
Stratechery Plus is expanding to include Sharp China with Sinocism's Bill Bishop
Meta Myths
Meta deserves a bit of a discount off of its recent highs, but a number of...
Chips and China
Understanding the path the semiconductor industry took to today both shows where China needs to go...
Microsoft Full Circle
Microsoft has come full circle from the company that cared more about Windows than Office; the...
Meta Meets Microsoft
Meta's new hardware is more impressive than expected, and the Microsoft partnership makes a lot of...