The best Stratechery content from the week of September 22, 2025, including the YouTube juggernaut, the Nvidia-Intel partnership, and sushi robots.

YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in ...

Action is happening up-and-down the LLM stack: Nvidia is making deals with Intel, OpenAI is making deals with Oracle, and Nvidia and OpenAI are making deals with each other. Nine years after Nvidia ...

Intel and Nvidia have made a historic deal; it’s good for Intel (and Nvidia), but doesn’t solve their — and the U.S.’s — fundamental problems. Subscribe to Stratechery Plus for full access. With ...

The best Stratechery content from the week of September 15, 2025, including Meta, YouTube and press attention, why Oracle is winning in AI, and the bubble inflection point.

Meta announced Ray-Ban Displays, their first glasses product with a display. I think it’s very compelling in part because it ...

An interview with Booking CEO Glenn Fogel about being an aggregator, the power — or not — of network effects, and how AI can finally create the perfect travel agent. YouTube is reinstating accounts ...

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. A ...

Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but Oracle is uniquely prepared to capitalize. With Stratechery Plus you get ...

Aggregation Theory is a completely new way to understand business in the Internet age. Business schools suggest that with the right frameworks, an executive can understand how to manage all kinds of ...

(Photo by Marilyn K. Yee/New York Times Co./Getty Images) Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the ...