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, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.

Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now. An interview with Dan Kim and Hassan Khan about their work distributing ...

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 ...

It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its ...

The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very ...

ChatGPT’s memory feature is pretty basic, but it’s the sort of product feature that can build a moat, particularly if it’s extended to other use cases.

ChatGPT’s memory feature is pretty basic, but it’s the sort of product feature that can build a moat, particularly if it’s extended to other use cases.

ChatGPT’s memory feature is pretty basic, but it’s the sort of product feature that can build a moat, particularly if it’s extended to other use cases. Subscribe to Stratechery Plus for full access.