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

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.

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. With Stratechery Plus you get ...

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

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 ...

It was difficult in the beginning to answer the question I got from everyone: what’s it like living in America again? After all, I had been coming back to Wisconsin in the summer for years, and my ...

It’s funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to write an Article entitled It’s Not 1999; that was right then, and it’s ...

OpenAI’s flood of announcements is getting hard to keep up with. A selection — not exhaustive! — from just the last month: The last two announcements just dropped yesterday, and actually bring clarity ...

The App Store charts tell the story, at least for the first week of AI-generated video apps: This doesn’t, somewhat embarrassingly, match my initial impressions: I liked the Vibes addition to the ...