With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...

Nvidia is licensing Groq’s technology and hiring most of its employees; it’s the most potent application of tech’s don’t-call ...

Pity the paradox of the content producer in the age of AI. On one hand, AI is one of the greatest gifts ever in terms of topics to cover. The 2025 Stratechery Year in Review was, just like 2024 and ...

It’s a rather motley crew. One is a nurse, another a lawyer, a third an investment adviser. There are three programmers, a soldier, and a data scientist. An entrepreneur, a consultant, and, I just ...

In 2017 BuzzFeed CEO Jonah Peretti declared that “if you’re thinking about an electorate and you’re thinking about the public and you’re thinking about people being informed, the subscription model in ...

It really was jarring to see those employment figures the same week that tech company after tech company reported mostly disappointing earnings, and worse forecasts, all on the heels of layoffs. Even ...

Facebook CEO Mark Zuckerberg began his speech last week by attempting to place free expression in the historical American context, and only then turned to discuss free expression in the context of ...

It was difficult in the beginning to answer the question I got from everyone: what’s it like living in America again? After all, I had been coming back to Wisconsin in the summer for years, and my ...

What was especially remarkable about Carlota Perez’s Technological Revolutions and Financial Capital was its timing: 2002 was the middle of the cold winter that followed the Dotcom Bubble, and here ...

It was Friday morning, and I needed sunglasses — specifically the nerdy ones that fit on top of a pair of prescription glasses. I wasn’t sure where to buy them — my dad (and who else would know better ...

Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have ...

In 2013, when I started Stratechery, there was no bigger event than the launch of the new iPhone; its only rival was Google I/O, which is when the newest version of Android was unveiled (hardware ...