Celebrating 10 years of Stratechery as a subscription business with 10 questions about analysis, creating on the Internet, what's coming with AI, and what it was like on day 1.
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@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
MKBHDs For Everything — Stratechery
Meta Myths — Stratechery
Why Microsoft’s Reorganization Is a Bad Idea — Stratechery
Popping the Publishing Bubble — Stratechery
Peak Google — Stratechery
The Vision Pro and the Newton, The Case Against AVP as an Entertainment Device, The Most Valuable Tech Product of All — Sharp Tech
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(Preview) The Sphere is Here, Collapsing Distinctions Between Physical and Digital Reality, Emails on Amazon and Antitrust
(Preview) Amazon and the FTC, Antitrust Laws and Big Tech, Consumer Welfare and American Welfare
Voice and Video Demos with ChatGPT, How AI Could Redeem Meta’s Mixed Reality Bets, OpenAI Explores Hardware
New Features for ChatGPT and Spotify, Revisiting the CarPlay Discussion, TikTot on Advertising and Time Management
(Preview) Microsoft’s Snafu and Apple’s Shenanigans, Car Companies with SaaS Envy, The Logic Behind Delta's SkyMiles Move
An Endgame for YouTube TV, Big Disney Decisions (And Whether Bob Iger Should Make Them), The Era Beyond Peak TV
(Preview) Is the iPhone Still Interesting?, Unity’s New Model for Mobile Developers, YouTube Highlights and Taylor Swift’s New Movie
Charter Wins and Does Disney a Favor, Charter and the Broadband Market, SMIC Gets the US Government’s Attention
Disney vs. Charter and a New ESPN Reality, The Future of the Cable Business, Risks for the NBA and Other Sports
(Preview) Why Amazon and Shopify Went from Rivals to Partners, A More Precise Definition of Disruption, Streams and Nightmares for Warner/ESPN/Disney
Your Regularly Scheduled Nvidia Hysteria, Nvidia and the Metaverse, Questions on Sony and Adyen
China Turmoil and America’s Hidden Superpower, Bing vs. Google Six Months Later, Studios Disrupted Themselves to Invent Broadcast TV
(Preview) The Path to an ESPN Streaming Network, Disney Follow-Up and Fox Success, Two Perspectives on Google Photos
The Business of Taylor Swift, 'Eras' and Social Media, The Two Big Obstacles Preventing an Apple and Disney Merger
Meta’s EU Plans and Microsoft’s AI Pricing, The Barbell Effect Hits College Football, Photo Sharing in Parenthood
(Preview) The Week of LK-99 Intrigue, China and Trailing Edges Chips, Intel Goes to Washington
Facebook Bowed to White House Pressure, The US Department of Technology, Fusion and Starlink and Swiftie Spotify
(Preview) Why Netflix Will Keep Raising Prices, The Spotify Model in Hollywood, Twitter’s Inexplicable Rebrand and WeChat Dreams
(Preview) Meta Takes Llama Open Source, Why Llama Might Be More Important than OpenAI, ChatGPT Hits a Plateau
Tech and Two Strikes in Hollywood, Harsh Streaming Realities and a Big Residuals Mess, Iger’s Challenges at Disney
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