Stratechery

💼 Business

May 01, 2026

Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes

Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights

United States

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💻 Technology

Apr 30, 2026

Intel Earnings, Intel’s Differentiation?, Whither Terafab

Intel's earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?

United States

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💻 Technology

Apr 29, 2026

An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

An interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus my thoughts on OpenAI and Microsoft's new deal

Global

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💻 Technology

Apr 28, 2026

AI Hardware, Meta Display, Redefining VR and AR

I finally tried the Meta Ray-Ban Display, and it completely changed how I think about AR and VR

United States

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💻 Technology

Apr 25, 2026

2026.17: He Came, He Saw, He Cooked

The best Stratechery content from the week of April 27, 2026, including the end of the Tim Cook era, Cursor and SpaceX, and the various fronts of Cold War 2.0

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💻 Technology

Apr 24, 2026

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

An interview with Google Cloud CEO Thomas Kurian about Google's cloud priorities, enterprise agent platform, and Google’s integration advantage

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💻 Technology

Apr 23, 2026

John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

The elevation of John Ternus suggests that Apple's future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense

United States

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💼 Business

Apr 22, 2026

Tim Cook’s Impeccable Timing

Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down

United States

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💻 Technology

Apr 21, 2026

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

TSMC's earnings suggest that the company's leadership is not truly bought into the AI growth story

Global

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💻 Technology

Apr 18, 2026

2026.16: Servers, Satellites, and Stars

The best Stratechery content from the week of April 13, 2026, including the cost of AI, what Amazon is doing with Globalstar, and Nico Rosberg on racing and investing

Global

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💻 Technology

Apr 17, 2026

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Apple's Globalstar acquisition is being framed as Apple versus SpaceX, but I think the real story is about Apple

Global

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💼 Business

Apr 17, 2026

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities

Global

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