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

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 ...

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 ...

AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business. Subscribe to Stratechery Plus to receive full access to Stratechery and a ...