Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs ...

The DOJ's remedy in the Google case don't address the crime, and seem more focused on destroying value that Google built fairly. Subscribe to Stratechery Plus to receive full access to Stratechery and ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts. The ...