The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very ...

It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its ...

A focus on the tariff’s impact on Apple specifically, and how Apple itself contributed to China’s technological development.

The best Stratechery content from the week of April 7, 2025, with a focus on the Trump administration’s disastrous tariffs, Apple’s complicated future, and how China might respond.

The best Stratechery content from the week of February 17, 2025, including drone delivery, tech and China, and the premature end of Victor Wembanyama’s season. The best Stratechery content from the ...

The best Stratechery content from the week of March 24, 2025, including Google’s YouTube TV opportunity, acquisition of Wiz, ...

The best Stratechery content from the week of March 17, 2025, including why Nvidia’s response to ASICs, a fight with China over the Panama Canal, and an interview with Sam Altman.

Welcome back to This Week in Stratechery! As a reminder, every Friday we are sending out this overview of content in the Stratechery Plus bundle; highlighted links are free for everyone. As a reminder ...

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 ...