Stratechery

An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry

The recent dispute between Charter and Disney highlights a fundamental shift in the communications industry, where the traditional leverage of content owners is collapsing. As cable providers pivot toward broadband as their primary business, they have gained the freedom to negotiate aggressively, no longer reliant on v...

Apple's iPhone Event; Innovation and Iteration; Pricing, Inflation, and Services

Charter-Disney Winners and Losers

The Huawei Mate 60 Pro, 7nm Background, Implications and Reactions

An Interview with Doug O'Laughlin and Dylan Patel about Semiconductors and AI

Amazon and Shopify, Shopify and Its Merchants, The Payments Question

The Rise and Fall of ESPN's Leverage

An Interview with Lisa Ellis about Payments

Google Cloud Next, The GCP-Nvidia Partnership, Kurian Explains the Deal

ChatGPT Enterprise, Connectors and Small Businesses, Nvidia Competitors

Nvidia On the Mountaintop

An Interview with Daniel Gross and Nat Friedman about the AI Hype Cycle

AI development has transitioned from broad hype to the practical application of large models in high-value enterprise niches, such as automating government bid preparation and legal workflows. While consumer-facing AI remains in a formative, "App Store-like" phase, the most significant economic value currently lies in ...

Arm's F-1, Arm's Risks, Arm's Price

Microsoft, Activision, and Ubisoft(?!); The Activision Deal; Foolhardy Forecasting

Adyen Earnings, Adyen's European Context, Adyen vs. Stripe

An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift

Disney Earnings, A Split Disney?, ESPN's Advertising

Disney's Taylor Swift Era

Apple Earnings; OpenAI, GPTBot, and Robots.txt; Zoom's Terms-of-Service

Amazon Earnings, Amazon and AI, Amazon's Improved Delivery