Stratechery

Google Earnings, Search and AI, Building AI Products
6:30am By Ben Thompson
Google's earnings were well-received, but they made me a bit nervous; Google is focusing all their energy on the race between Search + AI and AI > Search.

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2025.17: Where Will Apple Be in 2035?
Fri 6:00am By Andrew Sharp
The best Stratechery content from the week of April 21, 2025, including Tech History and Apple's Future, Dithering on Google, and Hamsters and Antibodies.

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An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
Thu 5:56am By Ben Thompson
An interview with Eric Seufert about the impact of the trade war on digital advertising, the Google Ads antitrust case, and why the biggest platforms keep on winning.

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Netflix Earnings, Netflix’s Growth Plans, Ads and Price Segmentation
Wed 9:05am By Ben Thompson
Netflix's earnings and 2029 goals show new avenues of growth that are downstream from increased segmentation.

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Apple and the Ghosts of Companies Past
Apr 22, 2025, 7:03 am By Ben Thompson
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.

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Google Loses Ad Antitrust Case, Market Definitions and Tying, The Trinko Exception
Apr 21, 2025, 8:17 am By Ben Thompson
Google lost its ad antitrust case; if the case is upheld, it has important implications for all Aggregators.

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2025.16: Meta and the Shape of Digital Markets
Apr 18, 2025, 12:19 pm By Andrew Sharp
The best Stratechery content from the week of April 14, 2025, including the three eras of Facebook, the NBA Playoffs, and the CHIPS Act.

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An Interview with Dan Kim and Hassan Khan About CHIPS
Apr 17, 2025, 7:03 am By Ben Thompson
An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward.

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Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls
Apr 16, 2025, 8:35 am By Ben Thompson
It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its own supercomputer with outside help.

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Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces
Apr 15, 2025, 8:55 am By Ben Thompson
The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition.

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MacHash is your up to the minute Apple news source. It's a content discovery engine that continuously delivers the latest Apple, Mac and iOS headlines from the web's best sources.