Stratechery is on holiday from December 22, 2025 to January 2, 2026; the next Stratechery Update will be on Monday, January 5. In addition, Sharp Tech, Sharp China, and Dithering will all return ...

Warner Bros. started with distribution. Just after the turn of the century, Harry, Albert, Sam, and Jack Warner bought a second-hand projector and started showing short films in Ohio and Pennsylvania ...

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

It was difficult in the beginning to answer the question I got from everyone: what’s it like living in America again? After all, I had been coming back to Wisconsin in the summer for years, and my ...

It’s funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to write an Article entitled It’s Not 1999; that was right then, and it’s ...

There seems, at first glance, to be little in common between the two big stories of the last two weeks. On October 9, China announced expansive export controls on rare earths, which are critical to ...

OpenAI’s flood of announcements is getting hard to keep up with. A selection — not exhaustive! — from just the last month: The last two announcements just dropped yesterday, and actually bring clarity ...

I don’t do memes frequently, but I’ve used this one twice: Alas, I think I need to retire it. From the Wall Street Journal: Meta Platforms posted 22% revenue growth in the second quarter, showing its ...

It’s fun — and often accurate — to think of tech companies in pairs. Apple and Microsoft defined the PC market; Microsoft and Intel won it. Google and Meta dominate digital advertising; Apple and ...

One of the oldest and most fruitful topics on Stratechery has been the evolution of the content industry, for two reasons: first, it undergirded the very existence of Stratechery itself, which I’ve ...

This is how I opened January 2023’s AI and the Big Five: The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable ...

Ethan Zuckerman wrote in The Atlantic in 2014: I have come to believe that advertising is the original sin of the web. The fallen state of our Internet is a direct, if unintentional, consequence of ...