Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.

Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing ...

Podcasts have arrived as a major factor in the presidential election; being good on podcasts will be a prerequisite for ...

Generative AI is clearly a big deal, but the biggest winner so far is Nvidia, in one of the clearest examples of the picks-and-shovels ethos on which San Francisco was founded: the most money to be ...

Netflix's margin expansion highlight both its business model differentiation and also the advantage it has in maintaining its ...

Google Cloud and YouTube subscriptions are helping drive growth; Google’s expanding revenue drivers will help the company thrive with AI.

On the business, strategy, and impact of technology.

TSMC's earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs are struggling Subscribe to Stratechery Plus to receive full access to ...