Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs ...

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura ...

The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built ...

The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer ...

Silicon Valley has always been deeply integrated with Asia; Trump’s attempt to change trade could hurt Silicon Valley more than expected, and also present opportunities to build something ...

An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.

On the business, strategy, and impact of technology.

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the ...