The best Stratechery content from the week of January 19, 2025, including Netflix questions, what TSMC means to AI, and some basketball ...

TSMC admitted that it has invested too little in the face of overwhelming demand for AI; that’s why the industry needs to ...

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.

Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means ...

The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic ...

The first live sporting event was broadcast in the Vision Pro, and it’s a big disappointment. The experience could be amazing ...

An Interview with Jeremie Eliahou Ontiveros and Ajey Pandey about how AI labs and hyperscalers are leveraging demand to build out entirely new electrical infrastructure for AI.

Pity the paradox of the content producer in the age of AI. On one hand, AI is one of the greatest gifts ever in terms of topics to cover. The 2025 Stratechery Year in Review was, just like 2024 and ...

A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect representation of the hero’s journey. You ...

It was difficult in the beginning to answer the question I got from everyone: what’s it like living in America again? After all, I had been coming back to Wisconsin in the summer for years, and my ...