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| It’s Trae Day in Washington D.C., The End of An Era in Atlanta, Will AD Move Next?Greatest Of All Talk | Jan 9It’s Trae Day in Washington D.C., The End of An Era in Atlanta, Will AD Move Next? | https://goat.passport.online/member/episode/its-trae-day-in-washington-d-c-the-end-of-an-era-in-atlanta-will-ad-move-next |
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| An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI | https://stratechery.com/2026/an-interview-with-jeremie-eliahou-ontiveros-and-ajey-pandey-about-building-power-for-ai/ |
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| this week’s Stratechery Interview with Jeremie Eliahou Ontiveros and Ajey Pandey | https://stratechery.com/2026/an-interview-with-jeremie-eliahou-ontiveros-and-ajey-pandey-about-building-power-for-ai/ |
| Bubbles have benefits | https://stratechery.com/2025/the-benefits-of-bubbles/ |
| China’s response to the upheaval in Venezuela | https://sharpchina.fm/member/episode/chinas-venezuela-calculations-japans-rare-earth-access-a-reported-pause-on-nvidia-purchases-the-meta-manus-deal-under-review |
| dizzying nature of decoding U.S. foreign policy | https://sharptext.net/2026/notes-from-schrodingers-cold-war/ |
| AI and the Human Condition | https://stratechery.com/2026/ai-and-the-human-condition/ |
| Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense | https://stratechery.com/2026/nvidia-and-groq-a-stinkily-brilliant-deal-why-this-deal-makes-sense/ |
| Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo | https://stratechery.com/2026/nvidia-at-ces-vera-rubin-and-ai-native-storage-infrastructure-alpamayo/ |
| An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI | https://stratechery.com/2026/an-interview-with-jeremie-eliahou-ontiveros-and-ajey-pandey-about-building-power-for-ai/ |
| Notes from Schrödinger’s Cold War | https://sharptext.net/2026/notes-from-schrodingers-cold-war/ |
| CES and Humanity | https://dithering.passport.online/member/episode/ces-and-humanity |
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| The Remarkable Computers Built Not to Fail | https://asianometry.passport.online/member/episode/the-remarkable-computers-built-not-to-fail |
| China’s Venezuela Calculations; Japan’s Rare Earth Access; A Reported Pause on Nvidia Purchases; The Meta-Manus Deal Under Review | https://sharpchina.fm/member/episode/chinas-venezuela-calculations-japans-rare-earth-access-a-reported-pause-on-nvidia-purchases-the-meta-manus-deal-under-review |
| A New Year’s MVP Ballot, The Jokic Injury and a Jaylen Brown Renaissance, The Pistons and Their Possibilities | https://goat.passport.online/member/episode/a-new-years-mvp-ballot-the-jokic-injury-and-a-jaylen-brown-renaissance-the-pistons-and-their-possibilities |
| The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From Groq | https://sharptech.fm/member/episode/the-economy-in-the-22nd-century-amoral-tech-and-silicon-valley-micro-culture-what-nvidia-is-getting-from-groq |
| Netflix and the Hollywood End Game | https://stratechery.com/2025/netflix-and-the-hollywood-end-game/ |
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| The Definitive Ranking of Tech Company Takeability | https://sharptext.net/2025/the-definitive-ranking-of-tech-company-takeability/ |
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| Bill Simmons’ 50 Most Rewatchable Movies of the 21st Century | https://open.spotify.com/episode/7dAku1CIUUjMxmrRq8pQrC?pi=mGWjFgKQTsCm- |
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| https://stratechery.com/2025/tech-philosophy-and-ai-opportunity/ |
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| Google, Nvidia, and OpenAI | https://stratechery.com/2025/google-nvidia-and-openai/ |
| The Agentic Web and Original Sin | https://stratechery.com/2025/the-agentic-web-and-original-sin/ |
| U.S. Intel | https://stratechery.com/2025/u-s-intel/ |
| The Benefits of Bubbles | https://stratechery.com/2025/the-benefits-of-bubbles/ |
| AI’s Uneven Arrival | https://stratechery.com/2025/ais-uneven-arrival/ |
| Deep Research and Knowledge Value | https://stratechery.com/2025/deep-research-and-knowledge-value/ |
| Checking In on AI and the Big Five | https://stratechery.com/2025/checking-in-on-ai-and-the-big-five/ |
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| Facebook is Dead; Long Live Meta | https://stratechery.com/2025/meta-earnings-meta-turns-the-dial-social-network-r-i-p/ |
| Sora, AI Bicycles, and Meta Disruption | https://stratechery.com/2025/sora-ai-bicycles-and-meta-disruption/ |
| The YouTube Tip of the Google Spear | https://stratechery.com/2025/the-youtube-tip-of-the-google-spear/ |
| OpenAI’s Windows Play | https://stratechery.com/2025/openais-windows-play/ |
| Robotaxis and Suburbia | https://stratechery.com/2025/robotaxis-and-suburbia/ |
| Netflix and the Hollywood End Game | https://stratechery.com/2025/netflix-and-the-hollywood-end-game/ |
| Apple AI’s Platform Pivot Potential | https://stratechery.com/2025/apple-ais-platform-pivot-potential/ |
| Apple and the Ghosts of Companies Past | https://stratechery.com/2025/apple-and-the-ghosts-of-companies-past/ |
| Apple Retreats | https://stratechery.com/2025/apple-retreats/ |
| Paradigm Shifts and the Winner’s Curse | https://stratechery.com/2025/paradigm-shifts-and-the-winners-curse/ |
| iPhones 17 and the Sugar Water Trap | https://stratechery.com/2025/iphones-17-and-the-sugar-water-trap/ |
| https://stratechery.com/2025/a-google-i-o-idea-the-smartphone-ai-value-chain-apples-developer-hang-ups/ |
| AI Promise and Chip Precariousness | https://stratechery.com/2025/ai-promise-and-chip-precariousness/ |
| American Disruption | https://stratechery.com/2025/american-disruption/ |
| Resiliency and Scale | https://stratechery.com/2025/resiliency-and-scale/ |
| https://stratechery.com/2025/paradigm-shifts-and-the-winners-curse/ |
| Bill McDermott | https://stratechery.com/2025/an-interview-with-servicenow-ceo-bill-mcdermott-about-enterprise-ai-agents/ |
| Dara Khosrowshahi | https://stratechery.com/2025/an-interview-with-uber-ceo-dara-khosrowshahi-about-aggregation-and-autonomy/ |
| Sridhar Ramaswamy | https://stratechery.com/2025/an-interview-with-snowflake-ceo-sridhar-ramaswamy-about-data-and-ai/ |
| Thomas Kurian | https://stratechery.com/2025/an-interview-with-google-cloud-platform-ceo-thomas-kurian-about-building-an-enterprise-culture/ |
| Mark Zuckerberg | https://stratechery.com/2025/an-interview-with-meta-ceo-mark-zuckerberg-about-ai-and-the-evolution-of-social-media/ |
| Christian Klein | https://stratechery.com/2025/an-interview-with-sap-ceo-christian-klein-about-enterprise-ai/ |
| Jensen Huang | https://stratechery.com/2025/an-interview-with-nvidia-ceo-jensen-huang-about-chip-controls-ai-factories-and-enterprise-pragmatism/ |
| Matthew Prince | https://stratechery.com/2025/an-interview-with-cloudflare-founder-and-ceo-matthew-prince-about-internet-history-and-pay-per-crawl/ |
| Neil Mohan | https://stratechery.com/2025/an-interview-with-youtube-ceo-neal-mohan-about-building-a-stage-for-creators/ |
| Glenn Fogel | https://stratechery.com/2025/an-interview-with-booking-ceo-glenn-fogel-about-travel-and-aggregation/ |
| Dustin Moskovitz | https://stratechery.com/2025/an-interview-with-asana-founder-dustin-moskovitz-about-ai-saas-and-safety/ |
| Matthew Bromberg | https://stratechery.com/2025/an-interview-with-unity-ceo-matthew-bromberg-about-turnarounds/ |
| Mike Cannon-Brookes | https://stratechery.com/2025/an-interview-with-atlassian-ceo-mike-cannon-brookes-about-atlassian-and-ai/ |
| RJ Scaringe | https://stratechery.com/2025/an-interview-with-rivian-ceo-rj-scaringe-about-building-a-car-company-and-autonomy/ |
| Brian Schimpf | https://stratechery.com/2025/an-interview-with-anduril-co-founder-and-ceo-brian-schimpf-about-paradigm-shifts/ |
| Bobby Healy | https://stratechery.com/2025/an-interview-with-manna-founder-and-ceo-bobby-healy-about-drone-delivery/ |
| Avery Pennarun | https://stratechery.com/2025/an-interview-with-tailscale-co-founder-and-ceo-avery-pennarun/ |
| March | https://stratechery.com/2025/an-interview-with-openai-ceo-sam-altman-about-building-a-consumer-tech-company/ |
| October | https://stratechery.com/2025/an-interview-with-openai-ceo-sam-altman-about-devday-and-the-ai-buildout/ |
| Zach Perret | https://stratechery.com/2025/an-interview-with-plaid-founder-and-ceo-zach-perret-about-plumbing-trust/ |
| Michael Truell | https://stratechery.com/2025/an-interview-with-cursor-co-founder-and-ceo-michael-truell-about-coding-with-ai/ |
| Bret Taylor | https://stratechery.com/2025/an-interview-with-sierra-founder-and-ceo-bret-taylor-about-ai-agents-and-tech-history-lessons/ |
| Ryan Jones | https://stratechery.com/2025/an-interview-with-ryan-jones-about-flighty-and-building-apps-in-2025/ |
| Jon Yu | https://stratechery.com/2025/an-interview-with-jon-yu-about-youtube-and-making-semiconductors/ |
| Daniel Gross and Nat Friedman | https://stratechery.com/2025/an-interview-with-daniel-gross-and-nat-friedman-about-models-margins-and-moats/ |
| Matthew Ball | https://stratechery.com/2025/an-interview-with-matthew-ball-about-the-gaming-slump/ |
| Benedict Evans | https://stratechery.com/2025/an-interview-with-benedict-evans-about-ai-unknowns/ |
| March | https://stratechery.com/2025/an-interview-with-michael-nathanson-about-the-streaming-endgame/ |
| December | https://stratechery.com/2025/an-emergency-interview-with-michael-nathanson-about-netflixs-acquisition-of-warner-bros/ |
| Dan Kim and Hassan Khan | https://stratechery.com/2025/an-interview-with-dan-kim-and-hassan-khan-about-chips/ |
| Dan Kim | https://stratechery.com/2025/an-interview-with-dan-kim-about-intel-nvidia-and-the-u-s-government/ |
| April | https://stratechery.com/2025/an-interview-with-eric-seufert-about-digital-advertising-during-political-uncertainty/ |
| November | https://stratechery.com/2025/an-interview-with-eric-seufert-about-advertising-and-ai/ |
| Patrick McGee | https://stratechery.com/2025/an-interview-with-apple-in-china-author-patrick-mcgee/ |
| Apple In China | https://appleinchina.com/ |
| Ben Bajarin | https://stratechery.com/2025/an-interview-with-ben-bajarin-about-ai-infrastructure/ |
| Gracelin Baskaran | https://stratechery.com/2025/an-interview-with-gracelin-baskaran-about-rare-earths/ |
| Michael Morton | https://stratechery.com/2025/an-interview-with-michael-morton-about-ai-e-commerce/ |
| January 8 | https://stratechery.com/2025/meta-changes-moderation-policies-zuckerbergs-journey-and-mine-the-audacity-of-copying-well/ |
| February 4 | https://stratechery.com/2025/apple-earnings-openai-deep-research-the-unbundling-of-substantiation/ |
| February 19 | https://stratechery.com/2025/encryption-and-the-uneasy-compromise-netflix-earnings-the-aggregators-compounding-advantage/ |
| March 3 | https://stratechery.com/2025/microsoft-eols-skype-skypes-founding-microsofts-skype-charity/ |
| March 5 | https://stratechery.com/2025/alexa-a-brief-history-of-alexa-amazon-and-apples-mistake/ |
| March 19 | https://stratechery.com/2025/nvidia-gtc-and-asics-the-power-constraint-the-pareto-frontier/ |
| April 15 | https://stratechery.com/2025/meta-v-ftc-the-three-facebook-eras-video-slop-and-market-forces/ |
| May 14 | https://stratechery.com/2025/airbnbs-new-app-experiences-and-services-cheskys-founder-mode/ |
| May 21 | https://stratechery.com/2025/google-i-o-the-search-funnel-product-possibilities/ |
| June 3 | https://stratechery.com/2025/nike-on-amazon-nikes-disastrous-pivot-inevitability-intentionality-and-amazon/ |
| June 24 | https://stratechery.com/2025/talent-wars-nba-money-ai-money/ |
| July 14 | https://stratechery.com/2025/google-and-windsurf-stinky-deals-chestertons-fence-and-the-silicon-valley-ecosystem/ |
| July 16 | https://stratechery.com/2025/cloudflares-content-independence-day-googles-advantage-monetizing-ai/ |
| July 28 | https://stratechery.com/2025/tsmc-earnings-a16-and-tsmcs-approach-to-backside-power-intel-earnings-architecture-and-ai/ |
| July 30 | https://stratechery.com/2025/figma-s-1-the-figma-os-figmas-ai-potential/ |
| August 27 | https://stratechery.com/2025/kpop-demon-hunters-sonys-risk-the-netflix-aggregator/ |
| September 9 | https://stratechery.com/2025/spacex-buys-spectrum-spectrum-specifics-spacexs-big-bet/ |
| November 11 | https://stratechery.com/2025/spacex-buys-more-spectrum-spacexs-pivot-why-apple-and-spacex-should-partner/ |
| September 24 | https://stratechery.com/2025/youtube-restores-suspended-accounts-free-speech-and-cultural-mores-platform-power/ |
| November 3 | https://stratechery.com/2025/google-earnings-meta-earnings-the-cost-of-reality-labs/ |
| December 10 | https://stratechery.com/2025/trump-allows-h200-sales-to-china-the-sliding-scale-a-good-decision/ |
| Netflix and the Hollywood End Game | https://stratechery.com/2025/netflix-and-the-hollywood-end-game/ |
| Listen to Podcast | https://stratechery.com/2025/netflix-and-the-hollywood-end-game/ |
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| the Internet is different | https://stratechery.com/2020/is-the-internet-different/ |
| Aggregators | https://stratechery.com/2015/aggregation-theory/ |
| Wall Street Journal | https://www.wsj.com/business/media/warner-bros-discovery-and-netflix-enter-exclusive-deal-negotiations-9ea30a85 |
| Puck | https://puck.news/will-paramount-challenge-netflix-wbd-deal/ |
| I painted back in 2016 | https://stratechery.com/2016/netflixs-earnings-netflix-and-the-aggregation-dream/ |
| has the potential | https://stratechery.com/2015/netflix-and-the-conservation-of-attractive-profits/ |
| an Aggregator | https://stratechery.com/2015/aggregation-theory/ |
| the company’s relationship with Sony | https://stratechery.com/2021/netflix-earnings-competition-and-buybacks-sony-signs-netflix-deal/ |
| an Update | https://stratechery.com/2025/kpop-demon-hunters-sonys-risk-the-netflix-aggregator/ |
| Bloomberg | https://www.bloomberg.com/news/articles/2025-12-07/trump-says-netflix-warner-bros-deal-will-need-review |
| lost in federal court | https://stratechery.com/2018/the-need-for-neutrality/ |
| Google, Nvidia, and OpenAI | https://stratechery.com/2025/google-nvidia-and-openai/ |
| Listen to Podcast | https://stratechery.com/2025/google-nvidia-and-openai/ |
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| the next great consumer tech company | https://stratechery.com/2023/the-accidental-consumer-tech-company-chatgpt-meta-and-product-market-fit-aggregation-and-apis/ |
| characterized by boom-and-bust cycles | https://stratechery.com/2022/nvidia-in-the-valley/ |
| I listed as a winner from the release | https://stratechery.com/2025/gemini-3-winners-and-losers-integration-and-the-enterprise/ |
| a legitimate competitor to their chips | https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-swing-at-the |
| Meta might be a natural Google partner | https://stratechery.com/2025/opus-4-5-and-anthropics-aligned-enterprise-strategy-chatgpt-shopping-research-meta-to-use-tpus/ |
| Nvidia Waves and Moats | https://stratechery.com/2024/nvidia-waves-and-moats/ |
| one way to understand DGX Cloud | https://stratechery.com/2023/nvidia-gtc-dgx-cloud-nvidias-partners/ |
| the real brake on the AI bubble | https://stratechery.com/2025/tsmc-earnings-the-tsmc-brake-intel-earnings/ |
| according to OpenAI, anyways | https://open.spotify.com/episode/36DXaD9KdlWh2Ksn7OVAdc |
| its payments to its friends | https://stratechery.com/2024/friendly-google-and-enemy-remedies/ |
| that’s downstream from its control of demand, not the driver | https://stratechery.com/2020/is-the-internet-different/ |
| United States v. Google | https://stratechery.com/2020/united-states-v-google/ |
| I noted last December | https://stratechery.com/2019/regulating-demand-ad-targeting-and-unintended-consequences-expedia-ceo-out/ |
| The Moat Map | https://stratechery.com/2018/the-moat-map/ |
| https://stratechery.com/2018/the-moat-map/ |
| https://stratechery.com/2018/the-moat-map/ |
| https://stratechery.com/2018/the-moat-map/ |
| not from affiliate links, but from personalized ads | https://mobiledevmemo.com/affiliate-links-personalized-ads-and-chatbot-revenue-optimization/ |
| The YouTube Tip of the Google Spear | https://stratechery.com/2025/the-youtube-tip-of-the-google-spear/ |
| everyone immediately saw how AI could be disruptive to Search | https://stratechery.com/2023/ai-and-the-big-five/ |
| as Eric Seufert did in a recent Stratechery Interview | https://stratechery.com/2025/an-interview-with-eric-seufert-about-advertising-and-ai/ |
| Aggregation Theory | https://stratechery.com/2015/aggregation-theory/ |
| my ultimate protagonist | https://stratechery.com/2017/the-super-aggregators-and-the-russians/ |
| this Daily Update | https://stratechery.com/2025/openai-code-red-aws-and-google-cloud-networking/ |
| Robotaxis and Suburbia | https://stratechery.com/2025/robotaxis-and-suburbia/ |
| Listen to Podcast | https://stratechery.com/2025/robotaxis-and-suburbia/ |
| Watch on YouTube | https://youtu.be/pmktCumtzk4?si=wyL_-bojnXp0VyHg |
| Log in to listen | https://stratechery.com/wp-json/passport/v1/oauth/authlogin?signup_redirect_uri=https%3A%2F%2Fstratechery.com%2Fverify-your-email%2F |
| my move back | https://stratechery.com/2025/a-personal-update-and-vacation-break/ |
| attacked | https://img1.wsimg.com/blobby/go/76c5f9c0-d1a4-4493-b204-bbbdd68fd910/downloads/uber170310pandoavatar.pdf |
| personally | https://www.nakedcapitalism.com/2017/01/can-uber-ever-deliver-part-seven-ubers-narrative-vox-stratechery-critiques-naked-capitalisms-uber-series-defending-uber-requires-ignoring.html |
| dishonestly | https://www.nakedcapitalism.com/2017/01/can-uber-ever-deliver-part-seven-ubers-narrative-vox-stratechery-critiques-naked-capitalisms-uber-series-defending-uber-requires-ignoring.html#comment-2756718 |
| I did understand how scale works | https://stratechery.com/2014/uber-fights/ |
| this 2014 post by NYU finance professor Aswath Damodaran | https://aswathdamodaran.blogspot.com/2014/06/a-disruptive-cab-ride-to-riches-uber.html |
| before his dramatic powerplay | https://stratechery.com/2017/the-uber-dilemma/ |
| How to Miss By a Mile: An Alternative Look at Uber’s Potential Market Size | https://abovethecrowd.com/2014/07/11/how-to-miss-by-a-mile-an-alternative-look-at-ubers-potential-market-size/ |
| Full Self-Driving (Supervised) is good enough to be Unsupervised | https://stratechery.com/2024/elon-dreams-and-bitter-lessons/ |
| an Update late last year | https://stratechery.com/2024/gm-kills-cruise-fleets-versus-autonomy-robotaxi-outlook/ |
| Cybercab already points to this future | https://stratechery.com/2024/teslas-robotaxi-event-tesla-self-driving-12-5-experience-starlink-and-airlines/ |
| The Information | https://www.theinformation.com/articles/musk-tie-together-tesla-xai |
| this announcement from Nvidia at GTC Washington D.C. | https://nvidianews.nvidia.com/news/nvidia-uber-robotaxi |
| The Benefits of Bubbles | https://stratechery.com/2025/the-benefits-of-bubbles/ |
| Listen to Podcast | https://stratechery.com/2025/the-benefits-of-bubbles/ |
| Watch on YouTube | https://youtu.be/IplmaMf1xMU?si=4dEsUciQXn-d8zBa |
| Log in to listen | https://stratechery.com/wp-json/passport/v1/oauth/authlogin?signup_redirect_uri=https%3A%2F%2Fstratechery.com%2Fverify-your-email%2F |
| It’s Not 1999 | https://stratechery.com/2015/1999/ |
| the actual number may be higher | https://qz.com/sam-altman-is-tired-of-people-questioning-openais-business-model |
| Technological Revolutions and Financial Capital | https://carlotaperez.org/books/ |
| 1 | https://stratechery.com/#fn1-17491 |
| Boom: Bubbles and the End of Stagnation | https://press.stripe.com/boom |
| also prepared an entire generation of future workers to work on the web | https://stratechery.com/2024/enterprise-philosophy-and-the-first-wave-of-ai/ |
| XMLHttpRequest | https://en.wikipedia.org/wiki/XMLHttpRequest |
| created the conditions for the smartphone revolution and the end of Windows’ dominance | https://stratechery.com/2024/the-gen-ai-bridge-to-the-future/ |
| the latter made the same shift | https://zer0.org/daemons/yahoobsd.html?utm_source=chatgpt.com |
| for years | https://stratechery.com/2020/chips-and-geopolitics/ |
| the U.S. government is now a shareholder in Intel | https://stratechery.com/2025/u-s-intel/ |
| the company’s earnings call | https://view.officeapps.live.com/op/view.aspx?src=https://cdn-dynmedia-1.microsoft.com/is/content/microsoftcorp/TranscriptFY26Q1.docx |
| his company’s earnings call | https://seekingalpha.com/article/4835958-amazon-com-inc-amzn-q3-2025-earnings-call-transcript |
| I noted yesterday | https://stratechery.com/2025/amazon-earnings-aws-and-openai-did-amazon-solve-groceries/ |
| https://www.eia.gov/energyexplained/electricity/electricity-in-the-us-generation-capacity-and-sales.php |
| so is China | https://stratechery.com/2025/deepseek-faq/ |
| last week I interviewed Substrate founder James Proud | https://stratechery.com/2025/an-interview-with-substrate-ceo-james-proud-about-building-a-disruptive-foundry-in-america/ |
| Extropic announced a completely new kind of chip | https://www.wired.com/story/extropic-aims-to-disrupt-the-data-center-bonanza/ |
| Hobart told me in a Stratechery Interview | https://stratechery.com/2024/an-interview-with-byrne-hobart-about-bubbles-and-escaping-stagnation/ |
| bad for innovation | https://stratechery.com/2023/attenuating-innovation-ai/ |
| bad for national security | https://stratechery.com/2025/ai-promise-and-chip-precariousness/ |
| this overview | http://reactionwheel.net/2015/10/the-deployment-age.html |
| ↩ | https://stratechery.com/#rf1-17491 |
| Resiliency and Scale | https://stratechery.com/2025/resiliency-and-scale/ |
| Listen to Podcast | https://stratechery.com/2025/resiliency-and-scale/ |
| Watch on YouTube | https://youtu.be/j8IhpktHrfc?si=DDFl-5NWQYiaSewv |
| Log in to listen | https://stratechery.com/wp-json/passport/v1/oauth/authlogin?signup_redirect_uri=https%3A%2F%2Fstratechery.com%2Fverify-your-email%2F |
| packet switching | https://www.rand.org/pubs/articles/2018/paul-baran-and-the-origins-of-the-internet.list.html |
| The AWS IPO | https://stratechery.com/2015/the-aws-ipo/ |
| The Brexit Possibility | https://stratechery.com/2016/the-brexit-possibility/ |
| This pattern applied to rare earths just as much as anything else | https://stratechery.com/2025/an-interview-with-gracelin-baskaran-about-rare-earths/ |
| the United States made it increasingly untenable | https://stratechery.com/2025/china-and-rare-earth-metals-chips-and-rare-earths-the-u-s-s-self-inflicted-challenge/ |
| any attempts to build out an alternative saw their markets flooded by Chinese supply | https://www.wsj.com/economy/trade/how-china-took-over-the-worlds-rare-earths-industry-fb668839 |
| A Chance to Build | https://stratechery.com/2024/a-chance-to-build/ |
| Steve Jobs biography | https://www.simonandschuster.com/books/Steve-Jobs/Walter-Isaacson/9781982176860 |
| Apple-China story is so compelling | https://stratechery.com/2025/an-interview-with-apple-in-china-author-patrick-mcgee/ |
| The Tim Cook Doctrine | https://asymco.com/2011/01/17/the-cook-doctrine/ |
| Zero Trust Information | https://stratechery.com/2020/zero-trust-information/ |
| March 2, 2020 | https://stratechery.com/2020/covid-19-cancellations-apple-china-and-data-what-we-might-know/ |
| OpenAI’s Windows Play | https://stratechery.com/2025/openais-windows-play/ |
| Listen to Podcast | https://stratechery.com/2025/openais-windows-play/ |
| Watch on YouTube | https://www.youtube.com/watch?v=-jWGcg5dXQ0 |
| Log in to listen | https://stratechery.com/wp-json/passport/v1/oauth/authlogin?signup_redirect_uri=https%3A%2F%2Fstratechery.com%2Fverify-your-email%2F |
| in partnership with Oracle | https://stratechery.com/2025/oracle-pops-from-databases-to-ai-oracle-and-openai/ |
| A $100 billion investment from Nvidia | https://openai.com/index/openai-nvidia-systems-partnership/ |
| Instant Checkout | https://stratechery.com/2025/openai-instant-checkout-ai-and-long-tail-e-commerce-is-ai-different/ |
| A partnership with Samsung and SK hynix | https://openai.com/index/samsung-and-sk-join-stargate/ |
| Sora the app | https://stratechery.com/2025/sora-ai-bicycles-and-meta-disruption/ |
| A deal with AMD | https://www.cnbc.com/2025/10/06/openai-amd-chip-deal-ai.html |
| A slew of DevDay announcements | https://openai.com/devday/ |
| immensely profitable | https://stratechery.com/2016/everything-as-a-service/ |
| The Truth About Windows Versus the Mac | https://stratechery.com/2013/apple-open-and-learning-from-history/ |
| to first be a massively popular product | https://stratechery.com/2015/from-products-to-platforms/ |
| first a product must Aggregate users | https://stratechery.com/2015/aggregation-theory/ |
| DevDay 2025 keynote | https://www.youtube.com/watch?v=hS1YqcewH0c |
| The Verge | https://www.theverge.com/news/793039/openai-chatgpt-apps-developers-sdk-canva-zillow-devday-2025 |
| just how well the company’s Instant Checkout will convert | https://stratechery.com/2025/openai-instant-checkout-ai-and-long-tail-e-commerce-is-ai-different/ |
| 2024 Update | https://stratechery.com/2024/intel-and-amd-to-collaborate-on-x86-a-history-of-intel-and-amd-arm-and-ai/ |
| Nvidia is well-placed to maintain its position | https://stratechery.com/2025/nvidia-gtc-and-asics-the-power-constraint-the-pareto-frontier/ |
| Wall Street Journal | https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42 |
| famously reticent to take price | https://stratechery.com/2024/tsmc-earnings-tsmcs-pricing-mistake-intel-v-tsmc/ |
| that recent smoke about AMD talking with Intel | https://www.semafor.com/article/10/01/2025/intel-amd-foundry-customer-deal |
| one of my first pieces about Microsoft | https://stratechery.com/2013/services-not-devices/ |
| Microsoft’s Monopoly Hangover | https://stratechery.com/2017/microsofts-monopoly-hangover/ |
| exactly what Satya Nadella did | https://stratechery.com/2018/the-end-of-windows/ |
| The Accidental Consumer Tech Company | https://stratechery.com/2023/the-accidental-consumer-tech-company-chatgpt-meta-and-product-market-fit-aggregation-and-apis/ |
| I covered that topic yesterday | https://stratechery.com/2025/sora-ai-bicycles-and-meta-disruption/ |
| Sora, AI Bicycles, and Meta Disruption | https://stratechery.com/2025/sora-ai-bicycles-and-meta-disruption/ |
| Listen to Podcast | https://stratechery.com/2025/sora-ai-bicycles-and-meta-disruption/ |
| Watch on YouTube | https://youtu.be/RJk-Pr4DAU0?si=-eBd3_YEeOKL1DF1 |
| Log in to listen | https://stratechery.com/wp-json/passport/v1/oauth/authlogin?signup_redirect_uri=https%3A%2F%2Fstratechery.com%2Fverify-your-email%2F |
| I liked the Vibes addition to the MetaAI app | https://stratechery.com/2025/meta-vibes-good-vibes-vibes-vision/ |
| somewhat cool on Sora | https://stratechery.com/2025/sora-the-app-sonnet-4-5-and-the-question-of-models-as-processors/ |
| last week’s episode of Sharp Tech | https://sharptech.fm/member/episode/sora-2-and-an-ai-video-boom-metas-vibes-one-week-later-questions-on-tik-tok-solar-power-and-the-i-phone-air |
| sucked into Sora immediately | https://spyglass.org/openai-sora-2-app/ |
| Sora’s Slop Hits Different | https://spyglass.org/soras-slop-hits-different/ |
| previously wrote | https://500ish.com/wither-on-the-vine-d8893fddf07e?ref=spyglass.org |
| my Update about Sora | https://stratechery.com/2025/sora-the-app-sonnet-4-5-and-the-question-of-models-as-processors/ |
| https://www.threads.com/@katienotopoulos/post/DPRAi3ZDUfJ |
| The AI Unbundling | https://stratechery.com/2022/the-ai-unbundling/ |
| The Great Flattening | https://stratechery.com/2024/the-great-flattening/ |
| global hits have originated on GarageBand | https://medium.com/@certifiedmish/artists-who-made-global-hits-with-garageband-32314c0861e1 |
| Come for the Tool, Stay for the Network | https://cdixon.org/2015/01/31/come-for-the-tool-stay-for-the-network |
| Instagram’s Evolution | https://stratechery.com/2021/instagrams-evolution/ |
| competition with Snapchat | https://stratechery.com/2016/the-audacity-of-copying-well/ |
| it was changing Instagram’s navigation to focus on private messaging and Reels | https://stratechery.com/2016/the-audacity-of-copying-well/ |
| Facebook and the Feed | https://stratechery.com/2015/facebook-and-the-feed/ |
| peeled off a huge amount of attention | https://stratechery.com/2020/xi-jinping-thought-facebooks-blindspot-the-moat-map-revisited/ |
| their introductory post | https://openai.com/index/sora-2/ |
| I am on the record | https://stratechery.com/2024/metas-ai-abundance/ |
| YouTube’s as well | https://stratechery.com/2025/the-youtube-tip-of-the-google-spear/ |
| I said in my Update about Vibes | https://stratechery.com/2025/meta-vibes-good-vibes-vibes-vision/ |
| AI being the key to the Metaverse | https://stratechery.com/2022/dall-e-the-metaverse-and-zero-marginal-content/ |
| Meta’s recent financial success is not entirely organic | https://stratechery.com/2025/meta-earnings-meta-turns-the-dial-social-network-r-i-p/ |
| Personal Superintelligence | https://www.meta.com/superintelligence/ |
| The YouTube Tip of the Google Spear | https://stratechery.com/2025/the-youtube-tip-of-the-google-spear/ |
| Listen to Podcast | https://stratechery.com/2025/the-youtube-tip-of-the-google-spear/ |
| Watch on YouTube | https://www.youtube.com/watch?v=vbaIrdE2SZg |
| Log in to listen | https://stratechery.com/wp-json/passport/v1/oauth/authlogin?signup_redirect_uri=https%3A%2F%2Fstratechery.com%2Fverify-your-email%2F |
| Nvidia is making deals with Intel | https://stratechery.com/2025/nvidia-and-intel-tans-earnings-call-negotiation-deal-specifics/ |
| OpenAI is making deals with Oracle | https://stratechery.com/2025/oracle-pops-from-databases-to-ai-oracle-and-openai/ |
| social media was only ever a stepping stone to personal entertainment | https://stratechery.com/2015/facebook-and-the-feed/ |
| Paul Krugman’s infamous dismissal of the Internet | https://stratechery.com/2021/mistakes-and-memes/ |
| TikTok dispensed with this artificial limitation | https://stratechery.com/2020/xi-jinping-thought-facebooks-blindspot-the-moat-map-revisited/ |
| Last week I was in New York for YouTube’s annual “Made on YouTube” event | https://stratechery.com/2025/an-interview-with-youtube-ceo-neal-mohan-about-building-a-stage-for-creators/ |
| The company’s February 2023 introduction of Bard in Paris | https://stratechery.com/2023/google-and-microsofts-events-monetizable-panic-paradigms-and-hardware/ |
| the company has incorporated AI into search | https://stratechery.com/2025/google-i-o-the-search-funnel-product-possibilities/ |
| giving a federal judge an excuse | https://stratechery.com/2025/google-remedy-decision-reasonable-remedies-the-google-patronage-network/ |
| blog post | https://blog.youtube/news-and-events/generative-ai-creation-tools-made-on-youtube-2025/ |
| strategy credit | https://stratechery.com/2013/strategy-credit/ |
| everyone immediately saw how AI could be disruptive to Search | https://stratechery.com/2023/ai-and-the-big-five/ |
| their event blog post | https://blog.youtube/news-and-events/made-on-youtube-2025/ |
| here’s how YouTube explained the feature | https://blog.youtube/news-and-events/earn-more-with-brand-partnerships/ |
| AI made me bullish on Meta | https://stratechery.com/2024/metas-ai-abundance/ |
| this spring | https://stratechery.com/2024/meta-and-reasonable-doubt/ |
| @benthompson | https://twitter.com/benthompson?ref_src=twsrc%5Etfw |
| $GOOGL | https://twitter.com/search?q=%24GOOGL&src=ctag&ref_src=twsrc%5Etfw |
| pic.twitter.com/xryDBIukRW | https://t.co/xryDBIukRW |
| August 6, 2025 | https://twitter.com/buccocapital/status/1953224998434341373?ref_src=twsrc%5Etfw |
| Paradigm Shifts and the Winner’s Curse | https://stratechery.com/2025/paradigm-shifts-and-the-winners-curse/ |
| which Page and Brin always wanted | https://stratechery.com/2025/tech-philosophy-and-ai-opportunity/ |
| I’ve always been bullish about the impact of AI on the company’s cloud business | https://stratechery.com/2024/gemini-1-5-and-googles-nature/ |
| Older Posts→ | https://stratechery.com/?query-0-page=2 |
| Stratechery Plus | https://stratechery.com/stratechery-plus/ |
| An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI | https://stratechery.com/2026/an-interview-with-jeremie-eliahou-ontiveros-and-ajey-pandey-about-building-power-for-ai/ |
| Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo | https://stratechery.com/2026/nvidia-at-ces-vera-rubin-and-ai-native-storage-infrastructure-alpamayo/ |
| Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense | https://stratechery.com/2026/nvidia-and-groq-a-stinkily-brilliant-deal-why-this-deal-makes-sense/ |
| View All | https://stratechery.com/category/daily-email/ |
| Stratechery Plus | https://stratechery.com/stratechery-plus/ |
| It’s Trae Day in Washington D.C., The End of An Era in Atlanta, Will AD Move Next?Greatest Of All Talk | Jan 9It’s Trae Day in Washington D.C., The End of An Era in Atlanta, Will AD Move Next? | https://goat.passport.online/member/episode/its-trae-day-in-washington-d-c-the-end-of-an-era-in-atlanta-will-ad-move-next |
| Tahoe IconsDithering | Jan 9Tahoe Icons | https://dithering.passport.online/member/episode/tahoe-icons |
| (Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From GroqSharp Tech | Jan 9(Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From Groq | https://sharptech.fm/member/episode/preview-the-economy-in-the-22nd-century-amoral-tech-and-silicon-valley-micro-culture-what-nvidia-is-getting-from-groq |
| Stratechery Plus | https://stratechery.com/stratechery-plus/ |
| An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI | https://stratechery.com/2026/an-interview-with-jeremie-eliahou-ontiveros-and-ajey-pandey-about-building-power-for-ai/ |
| An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy | https://stratechery.com/2025/an-interview-with-rivian-ceo-rj-scaringe-about-building-a-car-company-and-autonomy/ |
| An Interview with Ryan Jones About Flighty and Building Apps in 2025 | https://stratechery.com/2025/an-interview-with-ryan-jones-about-flighty-and-building-apps-in-2025/ |
| View All | https://stratechery.com/category/interviews/ |
| Sharp Text | https://sharptext.net |
| Five Questions About Victor Wembanyama | https://sharptext.net/2025/five-questions-about-victor-wembanyama/ |
| Netflix and the Flattening of Everything | https://sharptext.net/2025/netflix-and-the-flattening-of-everything/ |
| The Forest the New York Times Missed Among the David Sacks Trees | https://sharptext.net/2025/the-forest-the-new-york-times-missed-among-the-david-sacks-trees/ |
| View All | https://sharptext.net/archives/sharp/ |
| View All | https://stratechery.com/category/year-in-review/ |
| View All | https://stratechery.com/category/articles/ |
| View All | https://stratechery.com/all-content |
| Stratechery Plus | https://stratechery.com/stratechery-plus/ |
| An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI | https://stratechery.com/2026/an-interview-with-jeremie-eliahou-ontiveros-and-ajey-pandey-about-building-power-for-ai/ |
| Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo | https://stratechery.com/2026/nvidia-at-ces-vera-rubin-and-ai-native-storage-infrastructure-alpamayo/ |
| Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense | https://stratechery.com/2026/nvidia-and-groq-a-stinkily-brilliant-deal-why-this-deal-makes-sense/ |
| View All | https://stratechery.com/category/daily-email/ |
| Stratechery Plus | https://stratechery.com/stratechery-plus/ |
| It’s Trae Day in Washington D.C., The End of An Era in Atlanta, Will AD Move Next?Greatest Of All Talk | Jan 9It’s Trae Day in Washington D.C., The End of An Era in Atlanta, Will AD Move Next? | https://goat.passport.online/member/episode/its-trae-day-in-washington-d-c-the-end-of-an-era-in-atlanta-will-ad-move-next |
| Tahoe IconsDithering | Jan 9Tahoe Icons | https://dithering.passport.online/member/episode/tahoe-icons |
| (Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From GroqSharptech | Jan 9(Preview) The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From Groq | https://sharptech.fm/member/episode/preview-the-economy-in-the-22nd-century-amoral-tech-and-silicon-valley-micro-culture-what-nvidia-is-getting-from-groq |
| Stratechery Plus | https://stratechery.com/stratechery-plus/ |
| An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey About Building Power for AI | https://stratechery.com/2026/an-interview-with-jeremie-eliahou-ontiveros-and-ajey-pandey-about-building-power-for-ai/ |
| An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy | https://stratechery.com/2025/an-interview-with-rivian-ceo-rj-scaringe-about-building-a-car-company-and-autonomy/ |
| An Interview with Ryan Jones About Flighty and Building Apps in 2025 | https://stratechery.com/2025/an-interview-with-ryan-jones-about-flighty-and-building-apps-in-2025/ |
| View All | https://stratechery.com/category/interviews/ |
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