Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in the short and medium ...

Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.

The NBA’s next TV deal is coming into focus, and it looks like the last stop on the cable train; then, vignettes from Microsoft and Amazon earnings calls.

First, the theoretical case for why Meta's approach to VR is more likely to succeed, then, which companies should acquire TikTok Subscribe to Stratechery Plus to receive full access to Stratechery and ...

On the business, strategy, and impact of technology.

Anniversaries are strange: no one but those involved have any reason to even know they exist, which makes them easy to skip; for example, last year I mostly ignored the 10 year anniversary of starting ...

It was impossible to miss the leading message at yesterday’s Google Cloud Next keynote: Google has the best infrastructure for AI. This was CEO Sundar Pichai in his video greeting: I want to highlight ...

A backdoor was inserted in an obscure open source project, and uncovered nearly by accident. What happened, how did it happen, and what needs to happen to prevent it in the future? Subscribe to ...

More on Humane's attempt to replace the iPhone, and how Limitless is taking a drastically different approach. Both, though, face the iPhone integration barrier. Subscribe to Stratechery Plus to ...

An interview with Benedict Evans about his career, the differences between American and European approaches to regulation and antitrust, and the most important questions about AI. Subscribe to ...