This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies.
An interview with SAP CEO Christian Klein about why one of the oldest software c...
Microsoft and Amazon are approaching AI differently, in ways that reflect their ...
Meta's earnings were received positively by investors, but there were definite c...
Platforms are so powerful that Apple's latest court loss won't change the course...
The best Stratechery content from the week of April 28, 2025, including Mark Zuc...
The judge in the Epic case released a devastating ruling on Apple's lack of comp...
An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, ...
Amazon's collision with the White House over tariffs highlights the political ri...
Intel's earnings were brutal; TSMC, in stark contrast, is absolutely killing it.
Google's earnings were well-received, but they made me a bit nervous; Google is ...
The best Stratechery content from the week of April 14, 2025, including the thre...
ChatGPT's memory feature is pretty basic, but it's the sort of product feature t...
The FTC’s case against Facebook doesn’t make sense because it conflates three di...
It appears that Nvidia will never be allowed to sell AI accelerators to China ag...
An interview with Dan Kim and Hassan Khan about their work distributing CHIPS pr...