Articles
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Apple: You (Still) Don’t Understand the Vision Pro
The first live sporting event was broadcast in the Vision Pro, and it’s a big disappointment. The experience could be amazing, but Apple actively ruins it.
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AI and the Human Condition
AI might replace all of the jobs; that’s only a problem if you think that humans will care, but if they care, they will create new jobs.
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The 2025 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2025.
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Netflix and the Hollywood End Game
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
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Google, Nvidia, and OpenAI
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
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Robotaxis and Suburbia
Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.
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OpenAI’s Windows Play
OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.