Stratechery4d
The De Minimis Loophole, Impact on Amazon and Meta, AI and Abundance
Trump’s new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on ...
Stratechery2d
Google Earnings, Search Status, China Antitrust Actions
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is ...
Stratechery9d
Asianometry on Japan’s Chemical Dominance, Stratechery Updates, and Chinese New Year Schedule Changes
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.
Stratechery8d
An Interview with Matthew Ball About the Gaming Slump
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.
Stratechery11d
The OpenAI Critique, Comparative Advantage and Infrastructure, Aggregation Theory and Cheap AI
Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI. Subscribe to ...
Stratechery9d
Microsoft Earnings, Meta Earnings
Microsoft and Meta both emphasized their optionality as models become a commodity. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the subscriber-only ...
Stratechery9d
Daily Update
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. I give my analysis of ...
Stratechery11d
Daily Update
I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation. Trump’s new tariffs take aim at the de minimis ...
Stratechery19d
All Content
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. I give my analysis of ...
Stratechery2y
Google Play Store
An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects. An interview with Eric Seufert about the current ...
Stratechery26d
AI’s Uneven Arrival
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 ...