Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs ...

The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built ...

The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer ...

Shopify is back to sustained growth thanks to discovering the leverage of software. Subscribe to Stratechery Plus to receive ...

An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura ...

Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have ...

Apple's earnings reflect the company's device-centric approach to AI; then, the widescreen Mac display is the Vision Pro's killer app. Subscribe to Stratechery Plus to receive full access to ...

AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business. Subscribe to Stratechery Plus to receive full access to Stratechery and a ...