Stratechery
Tech and business strategy, the benchmark.
37 episodes indexed · ~17.1/month · since 2026-07 · Visit original ↗
An Interview with Joanna Stern About the iPhone Duo and AI for Normal People
2026-09-17 · 0 moments
Salesforce AI Force, Agents as UI, The Race to Headless
2026-09-16 · 0 moments
OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay
2026-09-15 · 0 moments
Pacing the Frontier, AI’s Digital Limits, AI Commissars
2026-09-14 · 0 moments
2026.37: Duo Threats
2026-09-11 · 0 moments
The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence
2026-09-10 · 0 moments
OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent
2026-09-09 · 0 moments
Write Things Down
2026-09-08 · 0 moments
An Interview with OpenAI President Greg Brockman About Astra and Alignment
2026-09-04 · 0 moments
2026.36: Friction and Feedback
2026-09-04 · 0 moments
Fable 5.1, Enterprise Frontier Safeguards
2026-09-02 · 0 moments
Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face
2026-09-01 · 0 moments
Meta Settles, A Framework For Regulating Content, The Rest of Big Tech
2026-08-31 · 0 moments
2026.35: Internet Hype and Real World Change
2026-08-28 · 0 moments
Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
2026-08-26 · 0 moments
Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
2026-08-25 · 0 moments
Autonomy and Innovation
2026-08-24 · 0 moments
2026.34: App Snore
2026-08-21 · 0 moments
Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
2026-08-19 · 0 moments
Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
2026-08-18 · 0 moments
Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
2026-08-17 · 0 moments
2026.33: The CapEx Train Keeps Rolling
2026-08-14 · 6 moments
Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
2026-08-12 · 0 moments
Nvidia’s Risky Business
2026-08-11 · 6 moments
Apple Earnings, More on Amazon’s Earnings
2026-08-10 · 0 moments
2026.32: Earnings and Learnings
2026-08-07 · 0 moments
Google Earnings, The Frontier Case, Amazon Earnings
2026-08-05 · 0 moments
Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
2026-08-04 · 0 moments
Meta Earnings, Meta’s Timing Problems, The Financial Tail
2026-08-03 · 5 moments
Vacation: Week of July 27
2026-07-27 · 0 moments
2026.30: The Copium Wars
2026-07-24 · 3 moments
OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
2026-07-22 · 0 moments
Netflix Earnings, Is Netflix Washed?, Additional Notes
2026-07-21 · 0 moments
Who’s Afraid of Chinese Models?
2026-07-20 · 6 moments
2026.29: Mainframes and Main Characters
2026-07-17 · 5 moments
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
2026-07-15 · 0 moments
The OpenAI Super App, ChatGPT = Codex, Whither Chat
2026-07-14 · 0 moments