Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is ...

Trump’s new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on ...

Chinese New Year wishes, and a scheduling adjustment. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery ...

I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation. Subscribe to Stratechery Plus for full access. With ...

An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects. Subscribe to Stratechery Plus for full access.

Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI. Subscribe to ...

Microsoft and Meta both emphasized their optionality as models become a commodity. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the subscriber-only ...

An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.

I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation. Trump’s new tariffs take aim at the de minimis ...