Nvidia’s earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.

Meta’s settlement makes sense for all parties, but the entire sage highlights why any solution to regulating technology feels ...

Apple’s App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it’s ok it’s late.

The best Stratechery content from the week of August 24, 2026 including the breaker’s advantage, the new battle for HDMI1, and how data center discourse ends.

Netflix is considering selling other streaming services, and I think it’s a good idea; it’s also a let-down for Netflix’s original goals and potential pivots.

While not every Western followed the cliché, by the 1930s cowboy serials had landed on a consistent visual cue: the hero of the show wore a white hat, and the villain wore a black one. At the end of ...

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.

Nvidia’s earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world. Meta’s settlement makes sense for all parties, but the ...

Meta’s settlement makes sense for all parties, but the entire sage highlights why any solution to regulating technology feels off.

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 ...

Nvidia makes another deal, this time with a frontier lab; Anthropic’s revenue continues to amaze; and maybe data finally is oil.