Stratechery is on holiday from December 22, 2025 to January 2, 2026; the next Stratechery Update will be on Monday, January 5.

In addition, Sharp Tech, Sharp China, and Dithering will all return the week of January 5. Greatest of All Talk and Asianometry will post through the holidays on a reduced schedule.

The full Stratechery posting schedule is here.

Merry Christmas and Happy New Year!