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The 2025 Stratechery Year in Review
Netflix and the Hollywood End Game
Google, Nvidia, and OpenAI
Robotaxis and Suburbia
The Benefits of Bubbles
Resiliency and Scale
OpenAI's Windows Play
Sora, AI Bicycles, and Meta Disruption
The YouTube Tip of the Google Spear
iPhones 17 and the Sugar Water Trap
U.S. Intel
Facebook is Dead; Long Live Meta
Paradigm Shifts and the Winner's Curse
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Checking In on AI and the Big Five
Apple Retreats
The Agentic Web and Original Sin
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