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.

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 ...

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

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

The best Stratechery content from the week of July 7, 2025, including who invests and why, Apple’s search for an AI partner, and if Xi Jinxping is on his way out.

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.

A package of new proposed laws for regulating tech companies are in part a negotiating ploy, but also an indicator of change.

The DOJ brought the right kind of case against an Aggregator, which stagnates by being too nice; the goal is for companies to act like they actually have enemies.