Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery ...

Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?

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.

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.

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.

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 ...

An interview with Intuit CEO Sasan Goodarzi about the working for one of tech’s oldest software companies, and how Intuit is leaning into the AI paradigm shift. An interview with Palantir CTO Shyam ...

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 ...

SpaceX’s mobile strategy is becoming clearly with its latest spectrum purchase, and it might work. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the subscriber ...