Amazon’s massive CapEx increase makes me much more nervous than Google’s, but it is understandable. With Stratechery Plus you ...

An interview with Benedict Evans about the crisis facing software, the future of the corporation, OpenAI, and the struggle to ...

Google announced a massive increase in CapEx that blew away expectations; the companies earnings results explain why the increase is justified.

Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.

The best Stratechery content from the week of February 2, 2025, including the future of software, SaaSmageddon and Super Bowl ads, and madness in basketball and football.

Apple’s earnings could have been higher but the company couldn’t get enough chips; then, once again a new design meant higher sales in China.

Spotify’s nature as a content network means that AI is a sustaining technology, particularly because they have the right business model in place. Subscribe to Stratechery Plus for full access. With ...

An interview with me by John Collison on the Cheeky Pint podcast about AI, ads, and the history of Stratechery. Spotify’s nature as a content network means that AI is a sustaining technology, ...

An interview with me by John Collison on the Cheeky Pint podcast about AI, ads, and the history of Stratechery. Spotify’s nature as a content network means that AI is a sustaining technology, ...