Arm is selling its own chips, not just licensing IP. It’s a big change compared to Arm’s history, but not surprising given how computing is evolving. Subscribe to Stratechery Plus for full access.

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: There will be no Update on Thursday, March 19 There will be no Update on Monday and Tuesday, March ...

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all ...

There is a weird paradox in terms of AI prognostication: on one hand, you don’t want to be the one to completely dismiss the most terrifying doomsday scenarios; who wants to be found out to be ...

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. Subscribe to Stratechery Plus for full ...

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.

One way to track the AI era, starting with the November 2022 launch of ChatGPT, is by which Big Tech company was, at a particular point in time, thought to be most threatened. At the beginning ...

You probably think, given this title, you know what this Article is about. The most advanced semiconductors are made by TSMC in Taiwan, 1 and Taiwan is claimed by China, which has not and will not ...

I was, given my interest in virtual and augmented reality, already primed to have a high degree of interest in the Vision Pro, but even so, I appreciate how you have gone out of your way to make sure ...

Pity the paradox of the content producer in the age of AI. On one hand, AI is one of the greatest gifts ever in terms of topics to cover. The 2025 Stratechery Year in Review was, just like 2024 and ...

A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect representation of the hero’s journey. You ...

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 ...