Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves ...

Nvidia makes its pitch to DC to preserve its CUDA moat, which also explains the challenges facing Qualcomm’s new chip. Then, ...

An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.

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

The best Stratechery content from the week of October 27, 2025, including Taylor Sheridan saving television, the TSMC brake, and Victor Wembanyama taking flight.

Nvidia makes its pitch to DC to preserve its CUDA moat, which also explains the challenges facing Qualcomm’s new chip. Then, OpenAI’s restructuring and Microsoft’s collar trade. TSMC’s earnings ...

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

Andreessen Horowitz is going direct. From the a16z website, natch: People want to learn about the future. If Software really is Eating the World, there needs to be a place that is dedicated to ...

The original Pixel was released in 2016 at the end of interesting, at least when it came to smartphones. Two years earlier Apple had finally knocked down every barrier limiting iPhone growth, ...

In 1980 IBM, under pressure from its customers to provide computers for personal use, not just mainframes, set out to create the IBM PC; given the project’s low internal priority but high external ...

The App Store charts tell the story, at least for the first week of AI-generated video apps: This doesn’t, somewhat embarrassingly, match my initial impressions: I liked the Vibes addition to the ...