Apple is already benefitting from AI via the App Store. Meanwhile, Siri will white-label Gemini; the long-term implications ...

The best Stratechery content from the week of November 3, 2025, including frothiness and the futrue, Amazon’s future in AI and groceries, and the US-China Trade Deal one week later.

An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — ...

We are in an AI Bubble: the big question is if this bubble will worth it for the physical infrastructure and coordinated ...

Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves ...

The best Stratechery content from the week of October 27, 2025, including Taylor Sheridan saving television, the TSMC brake, and Victor Wembanyama taking flight.

An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.