Apple’s iPad ad might not have been good for Apple, but it was a profound encapsulation of what has happened on the Internet; ...

An interview of me by Craig Moffett, Michael Nathanson, and Michael Morton about what an AI re-alignment in tech might look like, Meta’s spending, the realities of scale and the challenges in ...

Google’s I/O had impressive parts and less impressive ones, depending on how much innovation was required. The most important news, though, was the intense focus on transforming search.

OpenAI launched GPT-4o, and the killer feature is speed. Then, news of an OpenAI partnership with Apple raise questions about the strategic priorities of both companies, as well as Google.

Apple's earnings highlighted the company's product maturity; will AI drive an upgrade cycle? Plus, why Wearables are slumping, and why Vision Pro isn't moving the needle. Subscribe to Stratechery Plus ...

TSMC earnings and Taiwan’s margin impact, why the company left money on the table (which might have cost the chairman his job), and Intel’s relative risk-taking.

An interview with Matthew Belloni about his career, Puck’s business model, and all of the mistakes Hollywood made over the last decade. Then, how sports, tech, and the future will impact the ...

Apple’s iPad event shows the company has accepted a modest vision for the iPad, and that’s ok. Then, Disney faces reality as an app.

On the business, strategy, and impact of technology.