Netflix’s margin expansion highlight both its business model differentiation and also the advantage it has in maintaining its ...

Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and ...

TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs ...

An interview with Hugo Barra about Meta’s XR strategy, including where augmented reality fits in the history of computing, what AR apps will look like, and the evolution of hardware, ...

Intel and AMD are coming together to evolve x86; this is a shock given their history, but not a surprise given their reality. Subscribe to Stratechery Plus to receive full access to Stratechery and a ...

SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars ...

An interview with Eric Seufert about the current state of digital advertising, including Google, TikTok, Meta, AppLovin, Unity, and Netflix, and how advertising will work with AI. Subscribe to ...

Tesla has a Robotaxi event, and its current self-driving software is impressive. It's still Level 2, though, and has a long way to go to match Waymo. Starlink, meanwhile, is an example of how Musk ...