Nvidia earnings are the wrong place to look for evidence of an AI bubble; the company’s margins should be safe if power is ...

Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.

Gemini 3 is out, and looks to be state of the art. What does that mean for everyone else in the AI space, and what markets ...

The best Stratechery content from the week of November 17, 2025, including the arrival of Gemini, the most takeable companies ...

ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t ...

SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should partner with Apple to deliver truly ...

Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

An interview with Eric Seufert about the right advertising model for AI, the right AI for Meta, and why personalized advertising is good for society. Subscribe to Stratechery Plus for full access.