The NFL is taking equity in ESPN. It’s a great deal for Disney, driven by the NFL’s long-term concern about tech dominance.

When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon ...

Apple appears committed to its original Apple Intelligence strategy.

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

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

Tesla is making future chips with Samsung, likely cementing the Korean company as the industry’s second supplier.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

The best Stratechery content from the week of July 28, 2025, including how to think about Figma, the future of the U.S.