Stratechery2h
Google Earnings, Search Status, China Antitrust Actions
Investor disappointment in Google is overwrought, while Search is showing some positive results from AI. Then, China is ...
Stratechery2d
The De Minimis Loophole, Impact on Amazon and Meta, AI and Abundance
Trump’s new tariffs take aim at the de minimis exception, which has undergirded Temu and Shein growth, and had knock-on ...
Stratechery6d
Microsoft Earnings, Meta Earnings
Microsoft and Meta both emphasized their optionality as models become a commodity. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the subscriber-only ...
Stratechery7d
Asianometry on Japan’s Chemical Dominance, Stratechery Updates, and Chinese New Year Schedule Changes
Chinese New Year wishes, and a scheduling adjustment. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery ...
Stratechery8d
The OpenAI Critique, Comparative Advantage and Infrastructure, Aggregation Theory and Cheap AI
Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI. Subscribe to ...