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An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart.
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 earnings were a bit disappointing; future promises about AI products were more disconcerting.
A script for what Mark Zuckerberg should say on Meta's next earnings call.
The best Stratechery content from the week of April 27, 2026, including Amazon and AI, the future of AR devices, and Beijing's myopia.
More in startups
The company has not yet achieved the success of your logo for it, but we are still trying.
we get very detailed and autistic about social dynamics in this one
Thoughts on “You Can See Everything”.
This article previously appeared in Cipher Brief. The DoW urgently needs to organize its scattered subterranean warfare assets into a single unified organization. Ideally, a Direct Reporting Portfolio Manager (DRPM) for Subterranean Warfare, reporting to the Deputy Secretary of War. (The Department already uses this model for unmanned systems, critical weapons and Golden Dome.) This […]
