📰 Stratechery

The best Stratechery content from the week of March 23, 2026, including saying RIP to Sora, the 2026 Bullseye list, and Arm's big shift.

An interview with Arm CEO Rene Haas about the company's decision to not just license IP but make their own chips.

Arm is selling its own chips, not just licensing IP. It's a big change compared to Arm's history, but not surprising given how computing is evolving.

The best Stratechery content from the week of March 16, 2026, including everything not written, what Jensen Huang has in common with Steve Jobs, and Trump's del

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I will return to my usual posting schedule on Tuesday, March 31.

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation

An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia's true nature.

Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that

The best Stratechery content from the week of March 9, 2026, including integration and AI, the Team Test and a basketball disgrace, and the US, China and Iran.

An interview with MoffettNathanson's Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.

Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle's strong position

Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it's good enough that Microsoft is making a new bund

The MacBook Neo was built to be cheap; that it is still good is not only a testament to Apple Silicon, but also the fact that the most important software runs i

The best Stratechery content from the week of March 2, 2026, including Anthropic and the military, U.S. history and our political present, and Apple going downm