The NFL is taking equity in ESPN. It’s a great deal for Disney, driven by the NFL’s long-term concern about tech dominance.

When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon ...

Apple appears committed to its original Apple Intelligence strategy.

TSMC and Intel’s approach to backside power are downstream of their cultures: customer-centric versus self-serving. It may ...

Greatest Of All Talk A twice-weekly podcast from Andrew Sharp and Ben Golliver about the NBA, life, and national parks. Sharp ...

The best Stratechery content from the week of July 21, 2025, including exaggerated rumors of Google’s demise, content and ...

The old model for content sprung from geographic communities; the new model for content is to be the organizing principle for virtual communities.

Positioning AI contenders — and losers — by their tech philosophy and business potential.

Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.

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 new… ...

Microsoft’s gain, meanwhile, is OpenAI’s loss, which is dependent on the Redmond-based company for both money and compute: the work its employees will do on AI will either be Microsoft’s by virtue of ...