Amazon’s collision with the White House over tariffs highlights the political risk factors that every company needs to take ...

Google’s earnings were well-received, but they made me a bit nervous; Google is focusing all their energy on the race between ...

The best Stratechery content from the week of April 21, 2025, including Tech History and Apple’s Future, Dithering on Google, ...

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 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.

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 ...

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military ...