Bookmarks (13)

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    Stratechery Plus Adds Greatest Of All Talk

    Announcing the newest addition to the Stratechery Plus bundle: Greatest of All Talk, a podcast about...

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    Netflix’s New Chapter

    Netflix waited out Blockbuster with better economics, and it's seeking to do the same with its...

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    Holiday Break: December 26th to January 5th

    Stratechery is on holiday from December 26, 2022 to January 5, 2023; the next Stratechery Update...

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    The 2022 Stratechery Year in Review

    The most popular and most important posts on Stratechery in 2022.

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    Consoles and Competition

    Reviewing the history of video games explains why Sony is dominant today, and why Microsoft is...

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    AI Homework

    The first obvious casualty of large language models is homework: the real training for everyone, though,...

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    Narratives

    What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter...

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    Stratechery Plus Adds Sharp China with Sinocism’s Bill Bishop

    Stratechery Plus is expanding to include Sharp China with Sinocism's Bill Bishop

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    Meta Myths

    Meta deserves a bit of a discount off of its recent highs, but a number of...

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    Chips and China

    Understanding the path the semiconductor industry took to today both shows where China needs to go...

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    Microsoft Full Circle

    Microsoft has come full circle from the company that cared more about Windows than Office; the...

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    Meta Meets Microsoft

    Meta's new hardware is more impressive than expected, and the Microsoft partnership makes a lot of...