The best Stratechery content from the week of November 3, 2025, including frothiness and the futrue, Amazon’s future in AI and groceries, and the US-China Trade Deal one week later.
We are in an AI Bubble: the big question is if this bubble will worth it for the physical infrastructure and coordinated ...
An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — ...
Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves ...
Nvidia makes its pitch to DC to preserve its CUDA moat, which also explains the challenges facing Qualcomm’s new chip. Then, ...
An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.
The best Stratechery content from the week of October 27, 2025, including Taylor Sheridan saving television, the TSMC brake, and Victor Wembanyama taking flight.
Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves groceries by getting faster tat delivering everything else. Google’s earnings ...
Google’s earnings are great, and GCP alone justifies more capex; Meta, meanwhile, is being punished for not having a clear product application for AI.
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