Oracle’s AI commitment requires debt, which marks an inflection point in a potential AI bubble; then, Apple finally increases ...

Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but ...

An interview with Dan Kim about the CHIPS program, why the U.S. took a stake in Intel, and the fraught dispute about Nvidia ...

Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world.

Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for work. It’s a reasonable bet, but I’m ...

Google lost some battles but won the war in its search distribution case: the Google patronage network was deemed too ...

SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game.

The best Stratechery content from the week of September 1, 2025, including the Google Patronage Network, Google and competition, and Cloudflare and the future of the Internet.

The best Stratechery content from the week of September 8, 2025, including Apple and the new iPhones, why SpaceX is buying spectrum, and five questions after China’s Victory Day Parade.