Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone.

The best Stratechery content from the week of May 26, 2025, including a human-agent epiphany, the danger of choosing to ...

An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services.

Anthropic is focused on the agent opportunity, which requires scaffolding; meanwhile, I think there is a huge underserved opportunity in multi-user AI chatbots. 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.

OpenAI is acquiring io, Jony Ive’s hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response.

Ethan Zuckerman wrote in The Atlantic in 2014: I have come to believe that advertising is the original sin of the web. The fallen state of our Internet is a direct, if unintentional, consequence of ...

Apple is not doomed, although things were feeling pretty shaky a couple of weeks ago, when the so-called “Liberation Day” tariffs were poised to make the company’s manufacturing model massively more ...

The best Stratechery content from the week of February 24, 2025, including why Ben thinks we should sell AI chips to China, the tradeoffs entailed in encryption, and why tech history helps frame — but ...

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 ...