The best Stratechery content from the week of November 3, 2025, including frothiness and the futrue, Amazon’s future in AI and groceries, and the US-China Trade Deal one week later.

An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — ...

We are in an AI Bubble: the big question is if this bubble will worth it for the physical infrastructure and coordinated ...

Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves ...

The best Stratechery content from the week of October 27, 2025, including Taylor Sheridan saving television, the TSMC brake, and Victor Wembanyama taking flight.

An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.

Nvidia makes its pitch to DC to preserve its CUDA moat, which also explains the challenges facing Qualcomm’s new chip. Then, ...

The best Stratechery content from the week of October 20, 2025, including the cost of resiliency, F1 makes it official with Apple, and a new era for NBA broadcasting.

The App Store charts tell the story, at least for the first week of AI-generated video apps: This doesn’t, somewhat embarrassingly, match my initial impressions: I liked the Vibes addition to the ...

It’s fun — and often accurate — to think of tech companies in pairs. Apple and Microsoft defined the PC market; Microsoft and Intel won it. Google and Meta dominate digital advertising; Apple and ...