Xbox has a new head, who isn’t a gamer; I suspect Microsoft is doing what it should have done a decade ago: get out of the ...

Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine.

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention.

Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine. An interview with Matthew Ball about ...

Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine. An interview with Matthew Ball about ...

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention. Shopify is poised to be one of the biggest winners from AI; it would ...

Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling. Thick clients were the dominant form of device throughout ...

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention. Spotify’s nature as a content network means that AI is a sustaining ...

An interview with me by John Collison on the Cheeky Pint podcast about AI, ads, and the history of Stratechery. The deal to put Gemini at the heart of Siri is official, and it makes sense for both ...

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military ...

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 ...