Amazon’s massive CapEx increase makes me much more nervous than Google’s, but it is understandable. With Stratechery Plus you ...
An interview with Benedict Evans about the crisis facing software, the future of the corporation, OpenAI, and the struggle to ...
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
Google announced a massive increase in CapEx that blew away expectations; the companies earnings results explain why the increase is justified.
The best Stratechery content from the week of February 2, 2025, including the future of software, SaaSmageddon and Super Bowl ads, and madness in basketball and football.
Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.
Disney made a deal with OpenAI, which both speaks to the durability of Disney’s assets and to OpenAI’s competition with Google. Subscribe to Stratechery Plus for full access. With Stratechery Plus you ...
While I started Stratechery in 2013 while living in the United States, within months I moved back to Taiwan, which means the vast majority of Stratechery content was written from the other side of the ...
ChatGPT Image 1.5 launched, and while it seems comparable to Gemini’s Nano Banana Pro, the product around it shows OpenAI’s advantages. Then, Apple v. Epic rolls on. Subscribe to Stratechery Plus for ...
Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.
An interview with me by John Collison on the Cheeky Pint podcast about AI, ads, and the history of Stratechery. Spotify’s nature as a content network means that AI is a sustaining technology, ...
An interview with me by John Collison on the Cheeky Pint podcast about AI, ads, and the history of Stratechery. Spotify’s nature as a content network means that AI is a sustaining technology, ...
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