The Super Bowl drew record ratings even if it wasn’t a big deal on social media; the NBA has the opposite problem. Is ...

Trump’s new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on ...

Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.

The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.

An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents. Investor disappointment in Google is overwrought, ...

Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is investigating Google and Apple for very different reasons.

Box’s route to its IPO, ten years ago this month, was a difficult one: the company first released an S-1 in March 2014, and potential investors were aghast at the company’s mounting losses; the ...

The Super Bowl drew record ratings even if it wasn’t a big deal on social media; the NBA has the opposite problem. Is consolidation of media the way? Then, a new court case about AI. The U.K. demands ...

I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation. Subscribe to Stratechery Plus for full access. With ...

An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents. Investor disappointment in Google is overwrought, ...

An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects. Subscribe to Stratechery Plus for full access.