Stratechery
Analysis of strategy and business side of technology
Recent posts
- 2026.45: Falling Leaves (and Stocks)
- Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response to AI
- An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI
- AI on the Ballot
- Apple Earnings, Memory Problems, The Hardware Company Regression
- Google Earnings, Facebook Déjà Vu, The Agent Play
- 2026.44: At Long Last…
- Sharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything, and Brewers!
- An Interview with Palantir CTO Shyam Sankar About the AI Religious War
- Meta Earnings, Muse and the Frontier, Musebook