The best Stratechery content from the week of April 7, 2025, with a focus on the Trump administration’s disastrous tariffs, Apple’s complicated future, and how China might respond.

Tech schools, community colleges, or trade schools could train them. “If you could educate these engineers,” he said, “we ...

A focus on the tariff’s impact on Apple specifically, and how Apple itself contributed to China’s technological development.

The best Stratechery content from the week of March 24, 2025, including Google’s YouTube TV opportunity, acquisition of Wiz, ...

The best Stratechery content from the week of March 17, 2025, including why Nvidia’s response to ASICs, a fight with China over the Panama Canal, and an interview with Sam Altman.

The best Stratechery content from the week of March 10, 2025, including why Ben is skeptical of Alexa+, a eulogy for Skype, and Trump’s planned China tariffs.

Stratechery is on vacation from March 31 to April 3; the next Stratechery Update will be on Monday, April 7. There will be still be one Sharp Tech episode on Monday, March 31, and one Dithering ...

Stratechery is on vacation from March 31 to April 3; the next Stratechery Update will be on Monday, April 7. There will be still be one Sharp Tech episode on Monday, March 31, and one Dithering ...

A new take on Trump’s tariffs, including using a disruption lens to understand the U.S.’s manufacturing problem, and why a better plan would leverage demand, not kill it. An interview with Tailscale ...

Stratechery is on vacation from March 31 to April 3; the next Stratechery Update will be on Monday, April 7. There will be still be one Sharp Tech episode on Monday, March 31, and one Dithering ...