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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.
The best Stratechery content from the week of July 14, 2025, including the economic future of the web, Greatest of All Talk in Las Vegas, and how we cool computers.
The best Stratechery content from the week of July 28, 2025, including how to think about Figma, the future of the U.S.
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