An interview with Tailscale CEO and co-founder Avery Pennarun about Tailscale, and how he’s been learning to build a New Internet his whole life.

More on Apple and AI, this time through the lens of Google’s point of integration and where Apple should be in response. Plus ...

An interview with Michael Nathanson about the endgame for traditional media companies as the streaming wars near their end, plus AI bubble questions and the future of analysis.

TSMC announced new fabs in the U.S., but without dates and processes it’s safe to assume Taiwan is keeping its Silicon Shield.

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

Ending the chip ban might be a mistake; I just hope people pushing for more realize that could be wrong as well. Then, Google’s current position with LLMs, and the importance of GCP. Subscribe to ...

An interview with Michael Nathanson about the endgame for traditional media companies as the streaming wars near their end, plus AI bubble questions and the future of analysis.

An interview with Michael Nathanson about the endgame for traditional media companies as the streaming wars near their end, plus AI bubble questions and the future of analysis.

Microsoft is pulling the plug on Skype, a service they never should have acquired and on which they spent way too much time and money; I’m still sad.

Microsoft is pulling the plug on Skype, a service they never should have acquired and on which they spent way too much time and money; I’m still sad.