We are in an AI Bubble: the big question is if this bubble will worth it for the physical infrastructure and coordinated ...

SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should partner with Apple to deliver truly ...

Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves ...

Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is ...

An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — ...

Apple is already benefitting from AI via the App Store. Meanwhile, Siri will white-label Gemini; the long-term implications are significant.

The best Stratechery content from the week of November 3, 2025, including frothiness and the futrue, Amazon’s future in AI and groceries, and the US-China Trade Deal one week later.

An interview with Unity CEO Matthew Bromberg about a career focused on turnarounds, from EA’s KOTR to Zynga and now to Unity.