Readers have, over the years, pointed out the paradox of my belief in and advocacy for advertising-based business models being delivered in a format bereft of advertising. In truth, however, there was ...

Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth. Apple has a lot of trust in terms of ...

The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on subpar AI. Subscribe to Stratechery Plus for full access. With Stratechery Plus you ...

SpaceX’s mobile strategy is becoming clearly with its latest spectrum purchase, and it might work.

An interview with former Facebook Head of Global Elections Katie Harbath about her new book Disrupting Politics, and how things change for the company in the 2010s. Subscribe to Stratechery Plus for ...

Apple is taking a smarter approach to the home than I expected, leaning into integration (with partners); then, what Amazon should do about agents. With Stratechery Plus you get access to the ...

Games are being decompiled, but the real risk to gaming is new games and increased personalization. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the ...

My computer got hacked, which is always embarrassing to admit, because it was my fault; the vulnerability that was exploited is detailed in this Ars Technica story: Dutch officials have warned that a ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart. Subscribe to Stratechery Plus for full access. With ...

OpenAI’s Dev Day showcased a product that is, frankly, pretty confusing. However, there is more vision here than it might seem. Subscribe to Stratechery Plus for full access. With Stratechery Plus you ...