Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but ...

Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for work. It’s a reasonable bet, but I’m ...

Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world.

An interview with Dan Kim about the CHIPS program, why the U.S. took a stake in Intel, and the fraught dispute about Nvidia ...

SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of ...

Google lost some battles but won the war in its search distribution case: the Google patronage network was deemed too ...

An interview with Dan Kim about the CHIPS program, why the U.S. took a stake in Intel, and the fraught dispute about Nvidia and China. SpaceX just made a huge deal for spectrum, but they will still ...

The best Stratechery content from the week of September 1, 2025, including the Google Patronage Network, Google and competition, and Cloudflare and the future of the Internet.

The best Stratechery content from the week of September 8, 2025, including Apple and the new iPhones, why SpaceX is buying spectrum, and five questions after China’s Victory Day Parade.

Yesterday Anthropic released Claude Sonnet 3.7; Dylan Patel had the joke of the day about Anthropic’s seeming aversion to the number “4”, which means “die” in Chinese: Anthropic is also a chinese ai ...

Apple is not doomed, although things were feeling pretty shaky a couple of weeks ago, when the so-called “Liberation Day” tariffs were poised to make the company’s manufacturing model massively more ...