Stratechery
TSMC Risk
6 months ago
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Apple: You (Still) Don't Understand the Vision...
7 months ago
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AI and the Human Condition
7 months ago
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The 2025 Stratechery Year in Review
8 months ago
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Netflix and the Hollywood End Game
8 months ago
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Google, Nvidia, and OpenAI
8 months ago
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Robotaxis and Suburbia
9 months ago
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The Benefits of Bubbles
9 months ago
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Resiliency and Scale
10 months ago
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OpenAI's Windows Play
10 months ago
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Sora, AI Bicycles, and Meta Disruption
10 months ago
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The YouTube Tip of the Google Spear
11 months ago
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iPhones 17 and the Sugar Water Trap
11 months ago
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U.S. Intel
1 year ago
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Facebook is Dead; Long Live Meta
1 year ago
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Paradigm Shifts and the Winner's Curse
1 year ago
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Content and Community
1 year ago
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Tech Philosophy and AI Opportunity
1 year ago
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