Peters is emphasizing the point I highlighted last earnings: Netflix’s share of hours is significantly higher than its share of revenue, which means the company has headroom for growth, not just in ...

Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.

ChatGPT’s memory feature is pretty basic, but it’s the sort of product feature that can build a moat, particularly if it’s extended to other use cases.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

Welcome back to This Week in Stratechery! As a reminder, every Friday we are sending out this overview of content in the Stratechery Plus bundle; highlighted links are free for everyone. As a reminder ...

An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward. It appears that Nvidia will never ...

It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its ...

It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its own supercomputer with outside help. The FTC’s case against Facebook doesn ...

The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very ...

The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition. A new take on Trump’s tariffs, including ...