Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters ...

Decreasing transportation and communications costs increases resiliency in theory, but destroys it in practice. The only way to have resiliency is through less efficiency.

F1 is officially on Apple TV, and it’s both a worthwhile gamble on Apple’s distribution being a differentiator.

Sharp Text, by Andrew Sharp. Then, the best Stratechery content from the week of October 13, 2025, including rare earths, the state of the trade war, and why ...

An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the ...

OpenAI’s deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize.

China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix ...

OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of ...

OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of SpaceX.

OpenAI’s flood of announcements is getting hard to keep up with. A selection — not exhaustive! — from just the last month: The last two announcements just dropped yesterday, and actually bring clarity ...