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

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

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.

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 ...

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 ...

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 ...

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 ...

Google lost some battles but won the war in its search distribution case: the Google patronage network was deemed too important to undo. Subscribe to Stratechery Plus for full access. With Stratechery ...

I think the new iPhones are pretty great. The base iPhone 17 finally gets some key features from the Pro line, including the 120Hz Promotion display (the lack of which stopped me from buying the most ...

(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 ...

SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game. Subscribe to Stratechery Plus for full access. With Stratechery ...