Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.

OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat ...

The best Stratechery content from the week of December 1, 2025, including what the Times missed in its David Sacks story, Atlassian’s history and near future, and Code Red at OpenAI.

Anthropic’s Opus 4.5 appears to be a big breakthrough that slots into Anthropic’s enterprise strategy, while ChatGPT gets new ...

Nvidia earnings are the wrong place to look for evidence of an AI bubble; the company’s margins should be safe if power is the limiting factor. Subscribe to Stratechery Plus for full access. With ...

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.

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.

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 might Google win? Subscribe to Stratechery Plus for full access. With ...

ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms. Subscribe to ...

AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one. OpenAI is declaring code red ...