An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.

Peters is emphasizing the point I highlighted last earnings: Netflix’s share of hours is significantly higher than its share of revenue, which means the company has headroom for growth, not just in ...

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 ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

Welcome back to This Week in Stratechery! As a reminder, every Friday we are sending out this overview of content in the Stratechery Plus bundle; highlighted links are free for everyone. As a reminder ...