2025
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Nvidia and Intel, Tan’s Earnings Call Negotiation, Deal Specifics
Intel and Nvidia have made a historic deal; it’s good for Intel (and Nvidia), but doesn’t solve their — and the U.S.’s — fundamental problems.
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2025.38: Meta, YouTube, and Tech Press Attention
The best Stratechery content from the week of September 15, 2025, including Meta, YouTube and press attention, why Oracle is winning in AI, and the bubble inflection point.
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The Oracle Inflection Point, Apple’s Price Increase
Oracle’s AI commitment requires debt, which marks an inflection point in a potential AI bubble; then, Apple finally increases iPhone prices
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Oracle Pops, From Databases to AI, Oracle and OpenAI
Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but Oracle is uniquely prepared to capitalize.
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2025.37: Apple on the Periphery
The best Stratechery content from the week of September 8, 2025, including Apple and the new iPhones, why SpaceX is buying spectrum, and five questions after China’s Victory Day Parade.
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An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government
An interview with Dan Kim about the CHIPS program, why the U.S. took a stake in Intel, and the fraught dispute about Nvidia and China.
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iPhones 17 and the Sugar Water Trap
Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world.
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SpaceX Buys Spectrum, Spectrum Specifics, SpaceX’s Big Bet
SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game.