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 28, 2025, including how to think about Figma, the future of the U.S.

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

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

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

Figma is well-placed to succeed in an AI world, because they are an operating system. However, they need to move quickly to capitalize, and that explains why they are going public.

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