The best Stratechery content from the week of November 17, 2025, including the arrival of Gemini, the most takeable companies ...

An interview with Eric Seufert about the right advertising model for AI, the right AI for Meta, and why personalized advertising is good for society. Subscribe to Stratechery Plus for full access.

Gemini 3 is out, and looks to be state of the art. What does that mean for everyone else in the AI space, and what markets ...

Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.

ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t ...