Google’s earnings miss looks a lot like Facebook’s, and that’s a credit to Google. The company is being more aggressive than they get credit for. An interview with Palantir CTO Shyam Sankar about AI ...

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 ...

Google’s earnings miss looks a lot like Facebook’s, and that’s a credit to Google. The company is being more aggressive than they get credit for. Sharp Tech is, for the first time, available on video.

Google’s earnings miss looks a lot like Facebook’s, and that’s a credit to Google. The company is being more aggressive than they get credit for. Sharp Tech is, for the first time, available on video.

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.

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.

On July 21, 1999, Steve Jobs did something remarkable at Macworld New York: first he went to Apple.com, then to “CNN Interactive”, then to Disney.com. That wasn’t the remarkable part: what blew the ...

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