2026
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2026.13: So Long to Sora
The best Stratechery content from the week of March 23, 2026, including saying RIP to Sora, the 2026 Bullseye list, and Arm’s big shift.
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2026.12: Please Listen to My Podcast
The best Stratechery content from the week of March 16, 2026, including everything not written, what Jensen Huang has in common with Steve Jobs, and Trump’s delayed trip to Beijing.
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Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all customers.
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An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia’s true nature.
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Agents Over Bubbles
Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They’re so compelling that I no longer believe we’re in a bubble.
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2026.11: Winners, Losers, and the Unknown
The best Stratechery content from the week of March 9, 2026, including integration and AI, the Team Test and a basketball disgrace, and the US, China and Iran.
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An Interview with Robert Fishman About the Current State of Hollywood
An interview with MoffettNathanson’s Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.
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Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense
Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle’s strong position