| | Microsoft and Software Survival (stratechery.com) |
| 1 point by disgruntledphd2 24 minutes ago | past | discuss |
|
| | The Google Squeeze (stratechery.com) |
| 1 point by fanf2 20 hours ago | past | discuss |
|
| | 2026.05: The Chip Fly in the AI Ointment (stratechery.com) |
| 1 point by feross 4 days ago | past | discuss |
|
| | TSMC Risk (stratechery.com) |
| 167 points by swolpers 10 days ago | past | 141 comments |
|
| | Ads in ChatGPT, Why OpenAI Needs Ads, the Long Road to Instagram (stratechery.com) |
| 1 point by feross 15 days ago | past |
|
| | AI and the Human Condition – Stratechery by Ben Thompson (stratechery.com) |
| 1 point by vinnyglennon 19 days ago | past |
|
| | 2026.03: Technology Doings (stratechery.com) |
| 1 point by feross 19 days ago | past |
|
| | An Interview with United CEO Scott Kirby About Tech Transformation (stratechery.com) |
| 1 point by feross 21 days ago | past | 1 comment |
|
| | Meta Compute, the Meta-OpenAI Battle, the Reality Labs Sacrifice (stratechery.com) |
| 2 points by feross 21 days ago | past |
|
| | Apple: You (Still) Don't Understand the Vision Pro (stratechery.com) |
| 62 points by m463 21 days ago | past | 28 comments |
|
| | Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol (stratechery.com) |
| 2 points by feross 23 days ago | past |
|
| | Apple: You (Still) Don't Understand the Vision Pro (stratechery.com) |
| 5 points by verganileonardo 23 days ago | past | 2 comments |
|
| | Apple: You (Still) Don't Understand the Vision Pro (stratechery.com) |
| 3 points by feross 23 days ago | past | 1 comment |
|
| | Apple: You (Still) Don't Understand the Vision Pro (stratechery.com) |
| 30 points by soheilpro 24 days ago | past | 13 comments |
|
| | Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo (stratechery.com) |
| 2 points by feross 28 days ago | past |
|
| | Nvidia and Groq, a Stinkily Brilliant Deal, Why This Deal Makes Sense (stratechery.com) |
| 1 point by feross 30 days ago | past | 1 comment |
|
| | AI and the Human Condition (stratechery.com) |
| 5 points by sss111 30 days ago | past |
|
| | AI and the Human Condition (stratechery.com) |
| 2 points by mertbio 31 days ago | past | 1 comment |
|
| | Winter Break: December 22nd to January 2nd (stratechery.com) |
| 1 point by feross 44 days ago | past |
|
| | Stratechery Year in Review (stratechery.com) |
| 3 points by mbanerjeepalmer 49 days ago | past |
|
| | An Interview with Rivian CEO RJ Scaringe About Building a Car Company and (stratechery.com) |
| 1 point by feross 51 days ago | past |
|
| | Disney and OpenAI, Totems in an AI World, Google versus the World (stratechery.com) |
| 2 points by feross 51 days ago | past |
|
| | Netflix and the Hollywood End Game (stratechery.com) |
| 6 points by jger15 59 days ago | past | 2 comments |
|
| | 2025.49: Conflicts, Consternation, and Code Red (stratechery.com) |
| 1 point by feross 61 days ago | past |
|
| | An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI (stratechery.com) |
| 1 point by feross 63 days ago | past |
|
| | Google, Nvidia, and OpenAI (stratechery.com) |
| 257 points by tambourine_man 65 days ago | past | 238 comments |
|
| | The Benefits of Bubbles (stratechery.com) |
| 1 point by fauria 73 days ago | past |
|
| | 2025.47: Gemini at the Disco (stratechery.com) |
| 2 points by feross 75 days ago | past |
|
| | Gemini 3, Winners and Losers, Integration and the Enterprise (stratechery.com) |
| 1 point by feross 78 days ago | past |
|
| | Resiliency and Scale (stratechery.com) |
| 2 points by kaonwarb 78 days ago | past |
|
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| More |
