President’s Trump plan for the U.S. to get paid by Nvidia and AMD for China exports is dubious, but overall policy is headed ...

On August 1, after 22 years (12 years continuous), I relocated back from Taiwan to the United States. The move is done at ...

The best Stratechery content from the week of August 11, 2025, including Facebook is Dead; Long Live Meta, GPT-5’s Arrival, and the Top 5 Airports.

GPT-5 seems fine; the more interesting questions are about the ChatGPT product and OpenAI’s tradeoffs.

Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence. President’s Trump plan for the U.S. to get paid by Nvidia and AMD for ...

It’s fun — and often accurate — to think of tech companies in pairs. Apple and Microsoft defined the PC market; Microsoft and Intel won it. Google and Meta dominate digital advertising; Apple and ...

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

The best Stratechery content from the week of August 4, 2025 including what Nokia can teach us about the AI era, what the NFL wants from ESPN, and how Visa conquered debit cards.

The best Stratechery content from the week of July 28, 2025, including how to think about Figma, the future of the U.S. semiconductor supply chain, and whether Trump is softening on China.

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