This Week in Stratechery
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2025.47: Gemini! At The Disco
The best Stratechery content from the week of November 17, 2025, including the arrival of Gemini, the most takeable companies in tech, and China’s unhappiness with Japan’s new Prime Minister.
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2025.46: Satellites and Strategy
The best Stratechery content from the week of November 10, 2025, including SpaceX buying spectrum and why Apple should be interested, Apple and Google together again, and wondering when America will catch Cup fever.
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2025.45: Frothiness and the Future
The best Stratechery content from the week of November 3, 2025, including frothiness and the future, Amazon’s future in AI and groceries, and the US-China Trade Deal one week later.
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2025.44: Twitter, TV, and Taylor Sheridan
The best Stratechery content from the week of October 27, 2025, including Taylor Sheridan saving television, the TSMC brake, and Victor Wembanyama taking flight.
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2025.43: The Cost of Resiliency
The best Stratechery content from the week of October 20, 2025, including the cost of resiliency, F1 makes it official with Apple, and a new era for NBA broadcasting.
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2025.42: A Rare Earths Awakening for the West
Announcing a new Stratechery site: Sharp Text, by Andrew Sharp. Then, the best Stratechery content from the week of October 13, 2025, including rare earths, the state of the trade war, and why Netflix wants Bill Simmons.
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2025.41: It’s OpenAI’s World, We’re Just Living in It
The best Stratechery content from the week of October 6, 2025, including OpenAI’s Windows strategy, Sam Altman and boundless ambition, and the future of creation.
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2025.40: The AI Slop Era Arrives
The best Stratechery content from the week of October 6, 2025, including the arrival of the AI Slop Era, what “China Hawk” really means, and Steve Ballmer and the Clippers catastrophe.
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2025.39: The YouTube Juggernaut
The best Stratechery content from the week of September 22, 2025, including the YouTube juggernaut, the Nvidia-Intel partnership, and sushi robots.
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2025.38: Meta, YouTube, and Tech Press Attention
The best Stratechery content from the week of September 15, 2025, including Meta, YouTube and press attention, why Oracle is winning in AI, and the bubble inflection point.
