An interview with Manna founder and CEO Bobby Healy about drone delivery: how does it work, what is the regulatory landscape, ...

More on the U.K. vs. Apple, and then Netflix’s earnings demonstrate how an Aggregator’s advantage compounds via pricing power ...

The Super Bowl drew record ratings even if it wasn’t a big deal on social media; the NBA has the opposite problem. Is ...

Grok-3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.

The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.

This is a question that has been floating around AI circles for a while, and it’s a hard one to answer for two reasons. First, what is AGI, and second, “feel” is a bit like obscenity: as Supreme Court ...

I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation. Subscribe to Stratechery Plus for full access. With ...

Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI. Subscribe to ...

An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects. Subscribe to Stratechery Plus for full access.

Microsoft and Meta both emphasized their optionality as models become a commodity. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the subscriber-only ...