Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is ...

Apple’s earnings suggest that the company’s hardware business is doing better than ever, even in the face of memory challenges. Does the software story help or hurt? Subscribe to Stratechery Plus for ...

Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery. A twice-weekly podcast from John Gruber and myself: 15 minutes an ...

Meta’s earnings come in the context of Zuckerberg delivering on his promise; if investors believe in Muse they must support Meta’s spending on compute. Subscribe to Stratechery Plus for full access.

Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.

The old Internet, where anyone could host a server is over, but it’s just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears.

Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery ...

An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today. Subscribe to Stratechery Plus for full access.

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. Subscribe to Stratechery Plus for full ...

An interview with Palantir CTO Shyam Sankar about AI diffusion and safety, forward-deployed engineer, and what the battle in tech is actually about. Meta’s earnings come in the context of Zuckerberg ...