Meta made a deal with Anduril to develop headsets for the military; does Reality Labs finally have a customer that will ...

The best Stratechery content from the week of June 2, 2025, including why Nike is working with Amazon, the logic of an ...

The best Stratechery content from the week of May 26, 2025, including a human-agent epiphany, the danger of choosing to ...

An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services.

Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

Nike executed a disastrous pivot over recent years, away from physical retail to D2C. Now they have no choice but to embrace Amazon, but that might be the best thing that could happen to them.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

Anthropic is focused on the agent opportunity, which requires scaffolding; meanwhile, I think there is a huge underserved opportunity in multi-user AI chatbots. Subscribe to Stratechery Plus for full ...