Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs ...

The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built ...

The Tyson-Paul boxing match was Netflix’s biggest event yet, as the company draws increasingly clear lines between customer ...

Semiconductors are so integral to the history of Silicon Valley that they give the region its name, and, more importantly, its culture: chips require huge amounts of up-front investment, but they have ...

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura ...

An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.

Stratechery has benefited from a Meta cheat code since its inception: wait for investors to panic, the stock to drop, and write an Article that says Meta is fine — better than fine even — and sit back ...

AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.