@stratechery Stratechery

Stratechery posts on X about ai, meta, open ai, $googl the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence technology brands stocks social networks finance countries celebrities events automotive brands us election fashion brands

Social topic influence ai, meta, open ai, $googl, microsoft, china, future, apple, ceo, wwdc

Top accounts mentioned or mentioned by @benbajarin @collision @heif @whytecliffcap @hermesforx @silvestrichris @designengvinci @sharpchinapod @_prarthna @tyler__palmer @marcelolima @alex_garneauu @benjamincout @damanr @govikavaturi @anradu

Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Spotify Technology (SPOT) Tesla, Inc. (TSLA) Cloudflare, Inc. (NET) Reddit, Inc. (RDDT) Axion (AXN) Broadcom, Inc. (AVGO) Uber Technologies, Inc. (UBER) StarLink (STARL) Salesforce Inc (CRM) Synopsys, Inc. (SNPS) ROBOTAXI (ROBOTAXI) Nokia Corporation (NOK)

Top Social Posts

Top posts by engagements in the last [--] hours

"1-20-2026 ($) Ads in ChatGPT Why OpenAI Needs Ads The Long Road to Instagram https://stratechery.com/2026/ads-in-chatgpt-why-openai-needs-ads-the-long-road-to-instagram/ https://stratechery.com/2026/ads-in-chatgpt-why-openai-needs-ads-the-long-road-to-instagram/"
X Link 2026-01-20T11:15Z 231.9K followers, 12.4K engagements

"1-22-2026 An Interview with Netflix co-CEO Greg Peters About Engagement and Warner Bros. https://stratechery.com/2026/an-interview-with-netflix-ceo-greg-peters-about-engagement-and-warner-bros/ https://stratechery.com/2026/an-interview-with-netflix-ceo-greg-peters-about-engagement-and-warner-bros/"
X Link 2026-01-22T11:15Z 231.8K followers, [----] engagements

"TSMC Risk If hyperscalers and chip companies dont build up a TSMC competitor they are set to forego billions of dollars in revenue and stunt the AI revolution. https://stratechery.com/2026/tsmc-risk/ https://stratechery.com/2026/tsmc-risk/"
X Link 2026-01-26T11:42Z 231.8K followers, 40.2K engagements

"1-28-2026 ($) An Interview with Kalshi CEO Tarek Monsour About Prediction Markets https://stratechery.com/2026/an-interview-with-kalshi-ceo-tarek-monsour-about-prediction-markets/ https://stratechery.com/2026/an-interview-with-kalshi-ceo-tarek-monsour-about-prediction-markets/"
X Link 2026-01-28T11:15Z 231.8K followers, [----] engagements

"Microsoft and Software Survival Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software. https://stratechery.com/2026/microsoft-and-software-survival/ https://stratechery.com/2026/microsoft-and-software-survival/"
X Link 2026-02-03T11:15Z 231.9K followers, 25.4K engagements

"2026.06: SaaSmageddon and the Super Bowl The best Stratechery content from the week of February [--] [----] including the future of software SaaSmageddon and Super Bowl ads and madness in basketball and football. https://stratechery.com/2026/saasmageddon-and-the-super-bowl/ https://stratechery.com/2026/saasmageddon-and-the-super-bowl/"
X Link 2026-02-06T18:15Z 231.9K followers, [----] engagements

"2-9-2026 ($) Google Earnings Google Cloud Crushes Search Advertising and LLMs https://stratechery.com/2026/google-earnings-google-cloud-crushes-search-advertising-and-llms/ https://stratechery.com/2026/google-earnings-google-cloud-crushes-search-advertising-and-llms/"
X Link 2026-02-09T11:15Z 231.9K followers, [----] engagements

"2-11-2026 ($) Spotify Earnings Individualized Networks AI and Aggregation https://stratechery.com/2026/spotify-earnings-individualized-networks-ai-and-aggregation/ https://stratechery.com/2026/spotify-earnings-individualized-networks-ai-and-aggregation/"
X Link 2026-02-11T11:15Z 231.9K followers, 11.1K engagements

"2026.04: Netflix Luka and Life in La La Land The best Stratechery content from the week of January [--] [----] including Netflix questions what TSMC means to AI and some basketball https://stratechery.com/2026/netflix-luka-and-life-in-la-la-land/ https://stratechery.com/2026/netflix-luka-and-life-in-la-la-land/"
X Link 2026-01-23T18:00Z 231.7K followers, [----] engagements

"1-27-2026 ($) Intel Earnings The Agentic Opportunity Intels Mistaken Pessimism https://stratechery.com/2026/intel-earnings-the-agentic-opportunity-intels-mistaken-pessimism/ https://stratechery.com/2026/intel-earnings-the-agentic-opportunity-intels-mistaken-pessimism/"
X Link 2026-01-27T11:15Z 231.9K followers, 12.6K engagements

"1-29-2026 ($) Meta Earnings Turning Dials Zuckerberg's Motivation https://stratechery.com/2026/meta-earnings-turning-dials-zuckerbergs-motivation/ https://stratechery.com/2026/meta-earnings-turning-dials-zuckerbergs-motivation/"
X Link 2026-01-29T11:15Z 231.9K followers, 10.9K engagements

"2-4-2026 ($) Apple Earnings Supply Chain Speculation China and Industrial Design https://stratechery.com/2026/apple-earnings-supply-chain-speculation-china-and-industrial-design/ https://stratechery.com/2026/apple-earnings-supply-chain-speculation-china-and-industrial-design/"
X Link 2026-02-04T11:15Z 231.9K followers, 11.6K engagements

"2-5-2026 ($) An Interview with Benedict Evans About AI and Software https://stratechery.com/2026/an-interview-with-benedict-evans-about-ai-and-software/ https://stratechery.com/2026/an-interview-with-benedict-evans-about-ai-and-software/"
X Link 2026-02-05T11:25Z 231.9K followers, 17K engagements

"2-10-2026 ($) Amazon Earnings CapEx Concerns Commodity AI https://stratechery.com/2026/amazon-earnings-capex-concerns-commodity-ai/ https://stratechery.com/2026/amazon-earnings-capex-concerns-commodity-ai/"
X Link 2026-02-10T11:15Z 231.8K followers, [----] engagements

"2-12-2026 An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast https://stratechery.com/2026/an-interview-with-ben-thompson-by-john-collison-on-the-cheeky-pint-podcast/ https://stratechery.com/2026/an-interview-with-ben-thompson-by-john-collison-on-the-cheeky-pint-podcast/"
X Link 2026-02-12T13:15Z 231.8K followers, [----] engagements

"11-13-2025 An Interview with Unity CEO Matthew Bromberg About Turnarounds https://stratechery.com/2025/an-interview-with-unity-ceo-matthew-bromberg-about-turnarounds/ https://stratechery.com/2025/an-interview-with-unity-ceo-matthew-bromberg-about-turnarounds/"
X Link 2025-11-13T11:15Z 231.8K followers, [----] engagements

"2026.03: Technology Doings The best Stratechery content from the week of January [--] [----] including what technology did for United what it is doing to legacy media and what it should do for Apple. https://stratechery.com/2026/technology-doings/ https://stratechery.com/2026/technology-doings/"
X Link 2026-01-16T18:00Z 231.9K followers, [----] engagements

"1-21-2026 ($) TSMC Earnings The TSMC Brake Revisited Why AI Needs Foundry Competition https://stratechery.com/2026/tsmc-earnings-the-tsmc-brake-revisited-why-ai-needs-foundry-competition/ https://stratechery.com/2026/tsmc-earnings-the-tsmc-brake-revisited-why-ai-needs-foundry-competition/"
X Link 2026-01-21T11:15Z 231.9K followers, 15.3K engagements

"2026.05: The Chip Fly in the AI Ointment The best Stratechery content from the week of January [--] [----] including tech's looming chip problem what Meta is doing and why and disappearing PLA generals and "De-Risking". https://stratechery.com/2026/the-chip-fly-in-the-ai-ointment/ https://stratechery.com/2026/the-chip-fly-in-the-ai-ointment/"
X Link 2026-01-30T18:15Z 231.9K followers, [----] engagements

"2026.07: Aggregators and AI The best Stratechery content from the week of February [--] [----] including individualization at scale CapEx explosions and distinctions and the interviewer becoming the interviewee. https://stratechery.com/2026/aggregators-and-ai/ https://stratechery.com/2026/aggregators-and-ai/"
X Link 2026-02-13T18:15Z 231.8K followers, [----] engagements

"Thin Is In Thick clients were the dominant form of device throughout the PC and mobile era; in an AI world however thin clients make much more sense. https://stratechery.com/2026/thin-is-in/ https://stratechery.com/2026/thin-is-in/"
X Link 2026-02-17T11:15Z 231.9K followers, 12.6K engagements

"10-3-2024 ($) An Interview with Gregory Allen About Transforming U.S. Defense https://stratechery.com/2024/an-interview-with-gregory-allen-about-transforming-u-s-defense/ https://stratechery.com/2024/an-interview-with-gregory-allen-about-transforming-u-s-defense/"
X Link 2024-10-03T09:45Z 229K followers, 37.3K engagements

"Oracle's Cloudy Future Building for the middle won't win the cloud; flexibility and focus matter https://stratechery.com/2016/oracles-cloudy-future/ https://stratechery.com/2016/oracles-cloudy-future/"
X Link 2016-09-21T19:42Z 228.3K followers, [---] engagements

"6-29-2023 An Interview with Marc Andreessen about AI and How You Change the World"
X Link 2023-06-30T03:26Z 147.5K followers, 124.6K engagements

"Nvidia On the Mountaintop Nvidia has gone from the valley to the mountain-top in less than a year thanks to ChatGPT and the frenzy it inspired; whether or not there is a cliff depends on developing new kinds of demand that only GPUs can fulfill"
X Link 2023-08-28T16:51Z 147.5K followers, 25.5K engagements

"The Rise and Fall of ESPN's Leverage Charting ESPN's rise including how it build leverage over the cable TV providers and its ongoing decline caused by the Internet"
X Link 2023-09-05T15:11Z 147.5K followers, 558.4K engagements

"9-14-2023 ($) An Interview with Craig Moffett About Charter vs. Disney and the Path Dependency of the Communications Industry"
X Link 2023-09-14T11:03Z 147K followers, 19.9K engagements

"9-21-2023 ($) An Interview with Anduril Founder and CEO Brian Schimpf About Software and the Military https://stratechery.com/2023/an-interview-with-anduril-founder-and-ceo-brian-schimpf-about-software-and-the-military/ https://stratechery.com/2023/an-interview-with-anduril-founder-and-ceo-brian-schimpf-about-software-and-the-military/"
X Link 2023-09-21T09:57Z 151K followers, 38.1K engagements

"10-2-2023 ($) AI and Ambient Computing Zuckerberg and The Verge Amazon and Anthropic"
X Link 2023-10-02T13:00Z 147.5K followers, 19.5K engagements

"10-3-2023 ($) Hollywood Writers End Strike The Utah Jazz and Las Vegas Knights Go Direct"
X Link 2023-10-03T12:10Z 146.8K followers, 16.8K engagements

"10-23-2023 ($) Netflix Earnings Netflixs Licensing Pitch Netflix Gaming Revisited"
X Link 2023-10-23T14:26Z 146.8K followers, 20.5K engagements

"The OpenAI Keynote OpenAI's developer keynote was exciting both because AI was exciting and because OpenAI has the potential to be a meaningful consumer tech company"
X Link 2023-11-07T14:54Z 147K followers, 37.5K engagements

"11-15-2023 ($) Googles Apple Payments Apple Services: Narrative vs. Reality Googles Motivation"
X Link 2023-11-15T11:14Z 147.2K followers, 26.3K engagements

"OpenAIs Misalignment and Microsofts Gain"
X Link 2023-11-20T13:33Z [--] followers, 95.2K engagements

"11-21-2023 ($) The OpenAI Saga Continues Microsofts New Chips Microsofts AI Platform Hedge"
X Link 2023-11-21T15:09Z 147.2K followers, 19.1K engagements

"12-4-2023 ($) The College Football Playoff Events Over Inventory NASCAR's New Deal"
X Link 2023-12-04T14:42Z 147.3K followers, 18.3K engagements

"12-12-2023 ($) Google Loses Antitrust Case to Epic The Differences Between Apple and Google Revisited The Tying Question"
X Link 2023-12-12T13:12Z 147.2K followers, 15.8K engagements

"Google's True Moonshot Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all"
X Link 2023-12-18T16:02Z 147.3K followers, 21.8K engagements

"1-17-2024 ($) The Supreme Court Declines to Hear Apple-Epic Apples (Predictable) Response"
X Link 2024-01-17T11:10Z 147.5K followers, 17.9K engagements

"The Apple Vision Pro's Missing Apps The Apple Vision Pro is missing some important apps and it seems likely that Apple's App Store policies played a part. Might the company respond by doubling down with Disney"
X Link 2024-01-22T16:03Z 147.5K followers, 26.2K engagements

"1-23-2024 Amazon and Diamond Sports Netflix and WWE"
X Link 2024-01-23T14:34Z 147.4K followers, 14.8K engagements

"1-24-2024 TSMC Earnings The Trailing Node Netflix-WWE Follow-Up"
X Link 2024-01-24T13:12Z [--] followers, 14.8K engagements

"2-1-2024 ($) An Interview with Joanna Stern About Creating Content (and the Apple Vision Pro)"
X Link 2024-02-01T11:22Z 147.5K followers, 16.5K engagements

"2-5-2024 Meta Earnings Meta AI and ATT Meta's New Playbook"
X Link 2024-02-05T13:42Z 147.6K followers, 15.8K engagements

"The Apple Vision Pro The Apple Vision Pro is a disappointment for productivity in part because of choices made to deliver a remarkable entertainment experience. Plus the future of AR/VR for Apple and Meta"
X Link 2024-02-06T14:14Z 147.6K followers, 46.9K engagements

"2-7-2024 ($) Vision Pro at Work The Sports Bundle"
X Link 2024-02-07T16:09Z 147.6K followers, 16.4K engagements

"2-21-2024 ($) Groq Costs Gemini Pro [---] Google's Timidity"
X Link 2024-02-21T13:17Z 148K followers, 17.7K engagements

"2-22-2024 ($) An Interview with Matthew Ball About the Vision Pro and the State of Gaming"
X Link 2024-02-22T12:40Z 148K followers, 31.5K engagements

"Gemini and Google's Culture The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business model but rather company culture; change is needed from the top down"
X Link 2024-02-26T15:52Z 148K followers, 47K engagements

"2-27-2024 ($) Nvidia Earnings Inference and Meta"
X Link 2024-02-27T12:26Z 148K followers, [----] engagements

"2-28-2024 ($) Mistral Microsoft's Investment Generative AI and Customer Support"
X Link 2024-02-28T13:31Z 148K followers, 17.3K engagements

"3-6-2024 ($) Elon Musk vs. OpenAI OpenAIs Response OpenAIs Foundational Problem"
X Link 2024-03-06T11:11Z 148.1K followers, 15.7K engagements

"3-7-2024 ($) Apple Fined by European Commission Apples Spotify Press Release Apple Revokes Epics Developer Account (Again)"
X Link 2024-03-07T10:28Z 148.1K followers, 28K engagements

"03-12-2024 ($) Walmart Earnings Walmart Connect and Closing the Loop Walmart Acquires Vizio"
X Link 2024-03-12T13:02Z 148.1K followers, 13K engagements

"3-13-2024 ($) Reddit S-1 Reddits Prospects Reddit Grows Up"
X Link 2024-03-13T11:27Z 148.2K followers, [----] engagements

"Nvidia Waves and Moats Nvidia's GTC was an absolute spectacle; it was also a different kind of keynote than before ChatGPT which is related to Nvidia's need to dig a new kind of software moat"
X Link 2024-03-19T13:53Z 148.6K followers, 22.7K engagements

"3-20-2024 ($) Microsoft and Inflection AI Inflection Oddities The Acquisition That Isn't"
X Link 2024-03-20T13:37Z 148.6K followers, 24K engagements

"4-1-2024 ($) MLS on Vision Pro The Vision Pro's Missing Content The Vision Pro's DRI https://stratechery.com/2024/mls-on-vision-pro-the-vision-pros-missing-content-the-vision-pros-dri/ https://stratechery.com/2024/mls-on-vision-pro-the-vision-pros-missing-content-the-vision-pros-dri/"
X Link 2024-04-01T12:56Z 151K followers, 24.4K engagements

"4-15-2024 ($) Intels Modular Vision Meta MTIA [--] Google Axion https://stratechery.com/2024/intels-modular-vision-meta-mtia-2-google-axion/ https://stratechery.com/2024/intels-modular-vision-meta-mtia-2-google-axion/"
X Link 2024-04-15T14:07Z 148.9K followers, 16.6K engagements

"4-18-2024 ($) An Interview with Michael Morton About E-Commerce Winners and Losers https://stratechery.com/2024/an-interview-with-michael-morton-about-e-commerce-winners-and-losers/ https://stratechery.com/2024/an-interview-with-michael-morton-about-e-commerce-winners-and-losers/"
X Link 2024-04-18T11:10Z 151K followers, 21.1K engagements

"Meta and Open Meta is making lots of noise about being open in everything from AI to the metaverse. This isn't desperation: it's smart strategy that understands Meta's true differentiation. https://stratechery.com/2024/meta-and-open/ https://stratechery.com/2024/meta-and-open/"
X Link 2024-04-23T15:34Z 150.1K followers, 28K engagements

"5-2-2024 ($) An Interview with Databricks CEO Ali Ghodsi About Building Enterprise AI https://stratechery.com/2024/an-interview-with-databricks-ceo-ali-ghodsi-about-building-enterprise-ai/ https://stratechery.com/2024/an-interview-with-databricks-ceo-ali-ghodsi-about-building-enterprise-ai/"
X Link 2024-05-02T12:26Z 148.9K followers, 26.2K engagements

"5-6-2024 ($) Apple Earnings Wearables and Vision Pro AI Leverage https://stratechery.com/2024/apple-earnings-wearables-and-vision-pro-ai-leverage/ https://stratechery.com/2024/apple-earnings-wearables-and-vision-pro-ai-leverage/"
X Link 2024-05-06T14:03Z 148.9K followers, 15.4K engagements

"5-14-2024 ($) OpenAIs Spring Event GPT-4o OpenAI and Apple https://stratechery.com/2024/openais-spring-event-gpt-4o-openai-and-apple/ https://stratechery.com/2024/openais-spring-event-gpt-4o-openai-and-apple/"
X Link 2024-05-14T11:04Z 149K followers, 15.1K engagements

"5-15-2024 ($) Google I/O Googles Strengths and Weaknesses AI Search https://stratechery.com/2024/google-i-o-googles-strengths-and-weaknesses-ai-search/ https://stratechery.com/2024/google-i-o-googles-strengths-and-weaknesses-ai-search/"
X Link 2024-05-15T16:47Z 149K followers, 14.6K engagements

"Windows Returns Microsoft held its most compelling Windows event in years because Windows is no longer the center of the company. https://stratechery.com/2024/windows-returns/ https://stratechery.com/2024/windows-returns/"
X Link 2024-05-21T10:14Z 149K followers, 19.9K engagements

"6-5-2024 ($) Databricks Buys Tabular The End of Software https://stratechery.com/2024/databricks-buys-tabular-the-end-of-software/ https://stratechery.com/2024/databricks-buys-tabular-the-end-of-software/"
X Link 2024-06-05T15:49Z 150.1K followers, [----] engagements

"6-6-2024 An Interview with AMD CEO Lisa Su About Solving Hard Problems https://stratechery.com/2024/an-interview-with-amd-ceo-lisa-su-about-solving-hard-problems/ https://stratechery.com/2024/an-interview-with-amd-ceo-lisa-su-about-solving-hard-problems/"
X Link 2024-06-06T11:10Z 150.1K followers, 21.9K engagements

"Apple Intelligence is Right On Time Apple is expected to announce a range of AI features at WWDC; the company is well placed to benefit from AI: they are not too late but right on time. https://stratechery.com/2024/apple-intelligence-is-right-on-time/ https://stratechery.com/2024/apple-intelligence-is-right-on-time/"
X Link 2024-06-10T13:58Z 150.1K followers, 128K engagements

"6-11-2024 ($) WWDC Apple Intelligence Apple Aggregates AI https://stratechery.com/2024/wwdc-apple-intelligence-apple-aggregates-ai/ https://stratechery.com/2024/wwdc-apple-intelligence-apple-aggregates-ai/"
X Link 2024-06-11T10:21Z 150.1K followers, 19.8K engagements

"6-25-2024 ($) European Commission Charges Apple Apple Delays New Features for E.U. https://stratechery.com/2024/european-commission-charges-apple-apple-delays-new-features-for-e-u/ https://stratechery.com/2024/european-commission-charges-apple-apple-delays-new-features-for-e-u/"
X Link 2024-06-25T10:09Z 150.2K followers, 14.1K engagements

"The E.U. Goes Too Far Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U. continues down this path they are likely to see fewer new features and no new companies. https://stratechery.com/2024/the-e-u-goes-too-far/ https://stratechery.com/2024/the-e-u-goes-too-far/"
X Link 2024-07-08T18:12Z 150.3K followers, 43.1K engagements

"7-23-2024 Netflix Earnings The Status of Netflix Advertising https://stratechery.com/2024/netflix-earnings-the-status-of-netflix-advertising/ https://stratechery.com/2024/netflix-earnings-the-status-of-netflix-advertising/"
X Link 2024-07-23T14:50Z 150K followers, [----] engagements

"7-24-2024 ($) Llama [---] Zuckerberg on Open Source AI Kamala Harris Europe and Tech Innovation https://stratechery.com/2024/llama-3-1-zuckerberg-on-open-source-ai-kamala-harris-europe-and-tech-innovation/ https://stratechery.com/2024/llama-3-1-zuckerberg-on-open-source-ai-kamala-harris-europe-and-tech-innovation/"
X Link 2024-07-24T10:11Z 150.5K followers, 16.9K engagements

"8-15-2024 An Interview with Google SVP Rick Osterloh About Pixel Android and Smartphone History https://stratechery.com/2024/an-interview-with-google-svp-rick-osterloh-about-pixel-android-and-smartphone-history/ https://stratechery.com/2024/an-interview-with-google-svp-rick-osterloh-about-pixel-android-and-smartphone-history/"
X Link 2024-08-15T12:03Z 150.9K followers, 17.1K engagements

"8-26-2024 ($) Telegram CEO Arrested Telegrams Non-Encrypted Advantage Telegram Complexities https://stratechery.com/2024/telegram-ceo-arrested-telegrams-non-encrypted-advantage-telegram-complexities/ https://stratechery.com/2024/telegram-ceo-arrested-telegrams-non-encrypted-advantage-telegram-complexities/"
X Link 2024-08-26T12:06Z 150.9K followers, 19.8K engagements

"8-28-2024 ($) Intel Concerns Fubo Blocks Venu https://stratechery.com/2024/intel-concerns-fubo-blocks-venu/ https://stratechery.com/2024/intel-concerns-fubo-blocks-venu/"
X Link 2024-08-28T13:22Z 150.9K followers, 14.2K engagements

"Intel Honesty The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company and for the U.S. government to pick up the bill via purchase guarantees. https://stratechery.com/2024/intel-honesty/ https://stratechery.com/2024/intel-honesty/"
X Link 2024-09-03T13:40Z 150.9K followers, 22.8K engagements

"9-4-2024 ($) Broadcom and Intel Nvidia Earnings DOJ Investigating Nvidia https://stratechery.com/2024/broadcom-and-intel-nvidia-earnings-doj-investigating-nvidia/ https://stratechery.com/2024/broadcom-and-intel-nvidia-earnings-doj-investigating-nvidia/"
X Link 2024-09-04T11:29Z 150.9K followers, 15.8K engagements

"9-12-2024 An Interview with Zillow CEO Jeremy Wacksman About Evolving Strategy https://stratechery.com/2024/an-interview-with-zillow-ceo-jeremy-wacksman-about-evolving-strategy/ https://stratechery.com/2024/an-interview-with-zillow-ceo-jeremy-wacksman-about-evolving-strategy/"
X Link 2024-09-12T10:43Z 150.9K followers, 14K engagements

"9-16-2024 ($) OpenAIs New Model How o1 Works Scaling Inference https://stratechery.com/2024/openais-new-model-how-o1-works-scaling-inference/ https://stratechery.com/2024/openais-new-model-how-o1-works-scaling-inference/"
X Link 2024-09-16T15:33Z 150.9K followers, 15.8K engagements

"Enterprise Philosophy and The First Wave of AI The first wave of successful AI implementations will probably look more like the first wave of computing which was dominated by large-scale enterprise installations that eliminated jobs. https://stratechery.com/2024/enterprise-philosophy-and-the-first-wave-of-ai/ https://stratechery.com/2024/enterprise-philosophy-and-the-first-wave-of-ai/"
X Link 2024-09-24T13:23Z 150.9K followers, 20.4K engagements

"9-25-2024 ($) Snap Spectacles iOS [--] Contacts Crack Down https://stratechery.com/2024/snap-spectacles-ios-18-contacts-crack-down/ https://stratechery.com/2024/snap-spectacles-ios-18-contacts-crack-down/"
X Link 2024-09-25T09:42Z 150.9K followers, [----] engagements

"9-26-2024 An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs https://stratechery.com/2024/an-interview-with-meta-cto-andrew-bosworth-about-orion-and-reality-labs/ https://stratechery.com/2024/an-interview-with-meta-cto-andrew-bosworth-about-orion-and-reality-labs/"
X Link 2024-09-26T09:50Z 151.4K followers, 29.7K engagements

"9-30-2024 ($) More on Orion Where Vision Pro Went Wrong Apples Response and Metas Motivation https://stratechery.com/2024/more-on-orion-where-vision-pro-went-wrong-apples-response-and-metas-motivation/ https://stratechery.com/2024/more-on-orion-where-vision-pro-went-wrong-apples-response-and-metas-motivation/"
X Link 2024-09-30T09:27Z 150.9K followers, 17.6K engagements

"10-1-2024 ($) Taking Waymo Uber and Waymo https://stratechery.com/2024/taking-waymo-uber-and-waymo/ https://stratechery.com/2024/taking-waymo-uber-and-waymo/"
X Link 2024-10-01T09:43Z 150.9K followers, [----] engagements

"10-8-2024 ($) Googles Play Store Remedies The Injunction The Power of Network Effects https://stratechery.com/2024/googles-play-store-remedies-the-injunction-the-power-of-network-effects/ https://stratechery.com/2024/googles-play-store-remedies-the-injunction-the-power-of-network-effects/"
X Link 2024-10-08T09:40Z 150.9K followers, [----] engagements

"10-9-2024 ($) Teslas Robotaxi Event Tesla Self-Driving [----] Experience Starlink and Airlines https://stratechery.com/2024/teslas-robotaxi-event-tesla-self-driving-12-5-experience-starlink-and-airlines/ https://stratechery.com/2024/teslas-robotaxi-event-tesla-self-driving-12-5-experience-starlink-and-airlines/"
X Link 2024-10-09T14:07Z 150.9K followers, 13.8K engagements

"Elon Dreams and Bitter Lessons SpaceXs triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars https://stratechery.com/2024/elon-dreams-and-bitter-lessons/ https://stratechery.com/2024/elon-dreams-and-bitter-lessons/"
X Link 2024-10-15T16:41Z 150.9K followers, 19.1K engagements

"10-16-2024 ($) Intel and AMD to Collaborate on x86 A History of Intel and AMD ARM and AI https://stratechery.com/2024/intel-and-amd-to-collaborate-on-x86-a-history-of-intel-and-amd-arm-and-ai/ https://stratechery.com/2024/intel-and-amd-to-collaborate-on-x86-a-history-of-intel-and-amd-arm-and-ai/"
X Link 2024-10-16T14:12Z 150.9K followers, 11.6K engagements

"10-17-2024 ($) An Interview with Hugo Barra About Orion and Meta's AR Strategy https://stratechery.com/2024/an-interview-with-hugo-barra-about-orion-and-metas-ar-strategy/ https://stratechery.com/2024/an-interview-with-hugo-barra-about-orion-and-metas-ar-strategy/"
X Link 2024-10-17T10:35Z 152.5K followers, 37.2K engagements

"10-21-2024 ($) TSMC Earnings Margins and Arizona ASML and Peak Lithography https://stratechery.com/2024/tsmc-earnings-margins-and-arizona-asml-and-peak-lithography/ https://stratechery.com/2024/tsmc-earnings-margins-and-arizona-asml-and-peak-lithography/"
X Link 2024-10-21T13:56Z 150.9K followers, 12.3K engagements

"10-23-2024 ($) Netflix Earnings Netflix Maintenance Netflixs Venture Model https://stratechery.com/2024/netflix-earnings-netflix-maintenance-netflixs-venture-model/ https://stratechery.com/2024/netflix-earnings-netflix-maintenance-netflixs-venture-model/"
X Link 2024-10-23T14:05Z 150K followers, 12.8K engagements

"10-25-2024 An Interview with Salesforce CEO Marc Benioff about AI Abundance https://stratechery.com/2024/an-interview-with-salesforce-ceo-marc-benioff-about-ai-abundance/ https://stratechery.com/2024/an-interview-with-salesforce-ceo-marc-benioff-about-ai-abundance/"
X Link 2024-10-25T10:06Z 152.5K followers, 69.5K engagements

"Metas AI Abundance Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world. https://stratechery.com/2024/metas-ai-abundance/ https://stratechery.com/2024/metas-ai-abundance/"
X Link 2024-10-29T13:37Z 150K followers, 23.3K engagements

"10-31-2024 An Interview with Synopsys CEO Sassine Ghazi About Designing Chips https://stratechery.com/2024/an-interview-with-synopsys-ceo-sassine-ghazi-about-designing-chips/ https://stratechery.com/2024/an-interview-with-synopsys-ceo-sassine-ghazi-about-designing-chips/"
X Link 2024-10-31T10:30Z 150.1K followers, 15.5K engagements

"11-5-2024 ($) Microsoft Earnings Microsoft and OpenAI Again GitHub Copilot Adds Gemini and Claude https://stratechery.com/2024/microsoft-earnings-microsoft-and-openai-again-github-copilot-adds-gemini-and-claude/ https://stratechery.com/2024/microsoft-earnings-microsoft-and-openai-again-github-copilot-adds-gemini-and-claude/"
X Link 2024-11-05T16:16Z 150.7K followers, 23.6K engagements

"11-6-2024 ($) President Trump Take Two Big Tech Little Tech Chips and Hardware Elon Musks Triumph https://stratechery.com/2024/president-trump-take-two-big-tech-little-tech-chips-and-hardware-elon-musks-triumph/ https://stratechery.com/2024/president-trump-take-two-big-tech-little-tech-chips-and-hardware-elon-musks-triumph/"
X Link 2024-11-06T14:19Z 150.7K followers, 22K engagements

"11-12-2024 ($) Apple Earnings AI Capex and R&D The Vision Pro Gets a Killer App https://stratechery.com/2024/apple-earnings-ai-capex-and-r-the-vision-pro-gets-a-killer-app/ https://stratechery.com/2024/apple-earnings-ai-capex-and-r-the-vision-pro-gets-a-killer-app/"
X Link 2024-11-12T15:55Z 150.4K followers, [----] engagements

"11-13-2024 ($) Shopify Earnings Software Self-Awareness Rebels and the Arms Dealer https://stratechery.com/2024/shopify-earnings-software-self-awareness-rebels-and-the-arms-dealer/ https://stratechery.com/2024/shopify-earnings-software-self-awareness-rebels-and-the-arms-dealer/"
X Link 2024-11-13T12:01Z 150K followers, 13.2K engagements

"11-19-2024 ($) Netflixs Boxing Event Customer Acquisition vs. Churn Mitigation Accounting for Events https://stratechery.com/2024/netflixs-boxing-event-customer-acquisition-vs-churn-mitigation-accounting-for-events/ https://stratechery.com/2024/netflixs-boxing-event-customer-acquisition-vs-churn-mitigation-accounting-for-events/"
X Link 2024-11-19T13:41Z 149.8K followers, 12K engagements

"11-26-2024 ($) Spotify Earnings Spotifys Video Plans Spotifys Ad Business https://stratechery.com/2024/spotify-earnings-spotifys-video-plans-spotifys-ad-business/ https://stratechery.com/2024/spotify-earnings-spotifys-video-plans-spotifys-ad-business/"
X Link 2024-11-26T11:17Z 149.8K followers, 15.8K engagements

"The Gen AI Bridge to the Future Generative AI is the bridge to the next computing paradigm of wearables just like the Internet bridged the gap from PCs to smartphones. https://stratechery.com/2024/the-gen-ai-bridge-to-the-future/ https://stratechery.com/2024/the-gen-ai-bridge-to-the-future/"
X Link 2024-12-02T16:16Z 149.9K followers, 22.2K engagements

"12-3-2024 ($) Gelsinger Out at Intel What Happened Ten Years Too Late https://stratechery.com/2024/gelsinger-out-at-intel-what-happened-ten-years-too-late/ https://stratechery.com/2024/gelsinger-out-at-intel-what-happened-ten-years-too-late/"
X Link 2024-12-03T12:47Z 149.8K followers, 13.8K engagements

"12-4-2024 ($) AWS re:Invent Nova and Model Choice AI as Commodity https://stratechery.com/2024/aws-reinvent-nova-and-model-choice-ai-as-commodity/ https://stratechery.com/2024/aws-reinvent-nova-and-model-choice-ai-as-commodity/"
X Link 2024-12-04T14:34Z 149.8K followers, 14.4K engagements

"12-10-2024 ($) ChatGPT Pro o1 Pro Sora https://stratechery.com/2024/chatgpt-pro-o1-pro-sora/ https://stratechery.com/2024/chatgpt-pro-o1-pro-sora/"
X Link 2024-12-10T16:05Z 149.9K followers, 11.6K engagements

"12-11-2024 ($) GM Kills Cruise Fleets Versus Autonomy Robotaxi Outlook https://stratechery.com/2024/gm-kills-cruise-fleets-versus-autonomy-robotaxi-outlook/ https://stratechery.com/2024/gm-kills-cruise-fleets-versus-autonomy-robotaxi-outlook/"
X Link 2024-12-11T14:25Z 149.9K followers, 11.1K engagements

"12-16-2024 ($) The Anduril Lattice SDK Understanding Lattice Anduril + Palantir https://stratechery.com/2024/the-anduril-lattice-sdk-understanding-lattice-anduril-palantir/ https://stratechery.com/2024/the-anduril-lattice-sdk-understanding-lattice-anduril-palantir/"
X Link 2024-12-16T14:11Z 150K followers, 16.7K engagements

"AIs Uneven Arrival o1/o3 points the way to AGI which is AI that can complete tasks; it may take longer for most companies to adopt them than you might think just look at digital advertising. https://stratechery.com/2025/ais-uneven-arrival/ https://stratechery.com/2025/ais-uneven-arrival/"
X Link 2025-01-13T15:45Z 150.5K followers, 21.1K engagements

"1-15-2025 ($) TikTok Ban Approaches Generational Implications Xiaohongshu https://stratechery.com/2025/tiktok-ban-approaches-generational-implications-xiaohongshu/ https://stratechery.com/2025/tiktok-ban-approaches-generational-implications-xiaohongshu/"
X Link 2025-01-15T12:56Z 149.8K followers, 12K engagements

"1-22-2025 ($) Stargate The End of Microsoft and OpenAI https://stratechery.com/2025/stargate-the-end-of-microsoft-and-openai/ https://stratechery.com/2025/stargate-the-end-of-microsoft-and-openai/"
X Link 2025-01-22T15:16Z 150.5K followers, 16.5K engagements

"2-18-2025 ($) Grok-3 The Nvidia Shortcut Competitive Implications https://stratechery.com/2025/grok-3-the-nvidia-shortcut-competitive-implications/ https://stratechery.com/2025/grok-3-the-nvidia-shortcut-competitive-implications/"
X Link 2025-02-18T13:44Z 150.9K followers, 43.5K engagements

"2-24-2025 ($) The iPhone 16e Apple Intelligence Table Stakes Apple vs. U.K Continued https://stratechery.com/2025/the-iphone-16e-apple-intelligence-table-stakes-apple-vs-u-k-continued/ https://stratechery.com/2025/the-iphone-16e-apple-intelligence-table-stakes-apple-vs-u-k-continued/"
X Link 2025-02-24T16:21Z 150.8K followers, 12.8K engagements

"3-17-2025 ($) Metallica on Vision Pro Non-Immersive Immersive Video Ping and AI https://stratechery.com/2025/metallica-on-vision-pro-non-immersive-immersive-video-ping-and-ai/ https://stratechery.com/2025/metallica-on-vision-pro-non-immersive-immersive-video-ping-and-ai/"
X Link 2025-03-17T13:30Z 150.9K followers, 14.3K engagements

"3-19-2025 ($) Nvidia GTC and ASICs The Power Constraint The Pareto Frontier https://stratechery.com/2025/nvidia-gtc-and-asics-the-power-constraint-the-pareto-frontier/ https://stratechery.com/2025/nvidia-gtc-and-asics-the-power-constraint-the-pareto-frontier/"
X Link 2025-03-19T12:07Z 150.9K followers, 17.3K engagements

"3-26-2025 ($) OpenAIs New Image Model Graphic Design and Google More on Security https://stratechery.com/2025/openais-new-image-model-graphic-design-and-google-more-on-security/ https://stratechery.com/2025/openais-new-image-model-graphic-design-and-google-more-on-security/"
X Link 2025-03-26T15:11Z 150.9K followers, 12.8K engagements

"3-27-2025 An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI https://stratechery.com/2025/an-interview-with-snowflake-ceo-sridhar-ramaswamy-about-data-and-ai/ https://stratechery.com/2025/an-interview-with-snowflake-ceo-sridhar-ramaswamy-about-data-and-ai/"
X Link 2025-03-27T10:34Z 150.9K followers, 19.2K engagements

"Apple and the Ghosts of Companies Past Apple is not doomed but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now. https://stratechery.com/2025/apple-and-the-ghosts-of-companies-past/ https://stratechery.com/2025/apple-and-the-ghosts-of-companies-past/"
X Link 2025-04-22T11:56Z 151.1K followers, 17.3K engagements

"Platform Power Is Underrated Platforms are so powerful that Apples latest court loss wont change the course of the iPhone; thats why its worth it. https://stratechery.com/2025/platform-power-is-underrated/ https://stratechery.com/2025/platform-power-is-underrated/"
X Link 2025-05-05T15:51Z 151.3K followers, 16.8K engagements

"The Agentic Web and Original Sin Microsoft is putting forth compelling proposals for the Open Agentic Web. However the proposal needs digital payments which will be key to creating a new content marketplace for AI. https://stratechery.com/2025/the-agentic-web-and-original-sin/ https://stratechery.com/2025/the-agentic-web-and-original-sin/"
X Link 2025-05-20T15:45Z 152.3K followers, 30.4K engagements

"6-3-2025 ($) Nike on Amazon Nike's Disastrous Pivot Inevitability Intentionality and Amazon https://stratechery.com/2025/nike-on-amazon-nikes-disastrous-pivot-inevitability-intentionality-and-amazon/ https://stratechery.com/2025/nike-on-amazon-nikes-disastrous-pivot-inevitability-intentionality-and-amazon/"
X Link 2025-06-03T13:08Z 151.4K followers, 14.2K engagements

"Apple Retreats Apples WWDC was a retreat from not just last years WWDC but potentially a broader reset for the company. Thats why it was a great presentation. https://stratechery.com/2025/apple-retreats/ https://stratechery.com/2025/apple-retreats/"
X Link 2025-06-10T14:56Z 151.4K followers, 24.7K engagements

"6-11-2025 ($) Meta + Scale AI Meta's Reset AI as Sustaining Innovation https://stratechery.com/2025/meta-scale-ai-metas-reset-ai-as-sustaining-innovation/ https://stratechery.com/2025/meta-scale-ai-metas-reset-ai-as-sustaining-innovation/"
X Link 2025-06-11T14:36Z 151.4K followers, 22.8K engagements

"2025.24: Apple and Its Safe Place The best Stratechery content from the week of June [--] [----] including Apples Retreat at WWDC Apple in China and the upside down NBA Finals. https://stratechery.com/2025/apple-and-its-safe-place/ https://stratechery.com/2025/apple-and-its-safe-place/"
X Link 2025-06-13T10:50Z 151.4K followers, 17.2K engagements

"6-24-2025 ($) Talent Wars NBA Money AI Money https://stratechery.com/2025/talent-wars-nba-money-ai-money/ https://stratechery.com/2025/talent-wars-nba-money-ai-money/"
X Link 2025-06-24T14:53Z 151.5K followers, 13.1K engagements

"Tech Philosophy and AI Opportunity Positioning AI contenders and losers by their tech philosophy and business potential. https://stratechery.com/2025/tech-philosophy-and-ai-opportunity/ https://stratechery.com/2025/tech-philosophy-and-ai-opportunity/"
X Link 2025-07-08T16:03Z 151.7K followers, 19.8K engagements

"7-14-2025 ($) Google and Windsurf Stinky Deals Chesterton's Fence and the Silicon Valley Ecosystem https://stratechery.com/2025/google-and-windsurf-stinky-deals-chestertons-fence-and-the-silicon-valley-ecosystem/ https://stratechery.com/2025/google-and-windsurf-stinky-deals-chestertons-fence-and-the-silicon-valley-ecosystem/"
X Link 2025-07-14T14:51Z 151.7K followers, 17.1K engagements

"7-15-2025 ($) Cognition Buys Windsurf Nvidia Can Sell to China Grok [--] and Kimi https://stratechery.com/2025/cognition-buys-windsurf-nvidia-can-sell-to-china-grok-4-and-kimi/ https://stratechery.com/2025/cognition-buys-windsurf-nvidia-can-sell-to-china-grok-4-and-kimi/"
X Link 2025-07-15T14:18Z 151.8K followers, 12K engagements

"7-16-2025 ($) Cloudflare's Content Independence Day Google's Advantage Monetizing AI https://stratechery.com/2025/cloudflares-content-independence-day-googles-advantage-monetizing-ai/ https://stratechery.com/2025/cloudflares-content-independence-day-googles-advantage-monetizing-ai/"
X Link 2025-07-16T14:22Z 151.8K followers, 17.7K engagements

"2025.29: What It Takes to Change the Web The best Stratechery content from the week of July [--] [----] including the economic future of the web Greatest of All Talk in Las Vegas and how we cool computers. https://stratechery.com/2025/what-it-takes-to-change-the-web/ https://stratechery.com/2025/what-it-takes-to-change-the-web/"
X Link 2025-07-18T15:19Z 151.8K followers, 13.5K engagements

"2025.31: How to Think About Figma The best Stratechery content from the week of July [--] [----] including how to think about Figma the future of the U.S. semiconductor supply chain and whether Trump is softening on China. https://stratechery.com/2025/how-to-think-about-figma/ https://stratechery.com/2025/how-to-think-about-figma/"
X Link 2025-08-01T11:54Z 152K followers, [----] engagements

"2025.32: What Nokia Can Teach Us About the AI Era The best Stratechery content from the week of August [--] [----] including what Nokia can teach us about the AI era what the NFL wants from ESPN and how Visa conquered debit cards. https://stratechery.com/2025/what-nokia-can-teach-us-about-the-ai-era/ https://stratechery.com/2025/what-nokia-can-teach-us-about-the-ai-era/"
X Link 2025-08-08T11:30Z 152.1K followers, [----] engagements

"8-13-2025 ($) ChatGPT [--] Product Trade-Offs Personality and Model Upgrades https://stratechery.com/2025/chatgpt-5-product-trade-offs-personality-and-model-upgrades/ https://stratechery.com/2025/chatgpt-5-product-trade-offs-personality-and-model-upgrades/"
X Link 2025-08-13T10:30Z 152K followers, [--] engagements

"Facebook is Dead; Long Live Meta Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I dont think it was a coincidence. https://stratechery.com/2025/meta-earnings-meta-turns-the-dial-social-network-r-i-p/ https://stratechery.com/2025/meta-earnings-meta-turns-the-dial-social-network-r-i-p/"
X Link 2025-08-14T15:54Z 152.1K followers, [----] engagements

"U.S. Intel The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable. https://stratechery.com/2025/u-s-intel/ https://stratechery.com/2025/u-s-intel/"
X Link 2025-08-26T10:18Z 152.4K followers, 44.7K engagements

"8-27-2025 ($) KPop Demon Hunters Sonys Risk The Netflix Aggregator https://stratechery.com/2025/kpop-demon-hunters-sonys-risk-the-netflix-aggregator/ https://stratechery.com/2025/kpop-demon-hunters-sonys-risk-the-netflix-aggregator/"
X Link 2025-08-27T10:30Z 152.4K followers, 17.4K engagements

"8-28-2025 ($) Nvidia Earnings Moats and China Nvidia vs. the AI Labs https://stratechery.com/2025/nvidia-earnings-moats-and-china-nvidia-vs-the-ai-labs/ https://stratechery.com/2025/nvidia-earnings-moats-and-china-nvidia-vs-the-ai-labs/"
X Link 2025-08-28T10:15Z 152.4K followers, 15.3K engagements

"2025.35: Intel and the Least Bad Option The best Stratechery content from the week of August [--] [----] including the U.S. getting into the chip business KPop Demon Hunters and the Netflix machine and China's plan for AI chips. https://stratechery.com/2025/intel-and-the-least-bad-option/ https://stratechery.com/2025/intel-and-the-least-bad-option/"
X Link 2025-08-29T10:15Z 152.3K followers, [----] engagements

"9-4-2025 An Interview with Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl https://stratechery.com/2025/an-interview-with-cloudflare-founder-and-ceo-matthew-prince-about-internet-history-and-pay-per-crawl/ https://stratechery.com/2025/an-interview-with-cloudflare-founder-and-ceo-matthew-prince-about-internet-history-and-pay-per-crawl/"
X Link 2025-09-04T10:15Z 152.4K followers, [----] engagements

"2025.36: Google Apple and a Giant Sigh of Relief The best Stratechery content from the week of September [--] [----] including the Google Patronage Network Google and competition and Cloudflare and the future of the Internet. https://stratechery.com/2025/google-apple-and-a-giant-sigh-of-relief/ https://stratechery.com/2025/google-apple-and-a-giant-sigh-of-relief/"
X Link 2025-09-05T10:15Z 152.4K followers, [----] engagements

"9-8-2025 ($) Atlassian Buys The Browser Company Browser Wars Why Atlassian https://stratechery.com/2025/atlassian-buys-the-browser-company-browser-wars-why-atlassian/ https://stratechery.com/2025/atlassian-buys-the-browser-company-browser-wars-why-atlassian/"
X Link 2025-09-08T10:15Z 152.4K followers, 10.6K engagements

"iPhones [--] and the Sugar Water Trap Apples iPhone announcement was impressive but no one was impressed because Apple is increasingly peripheral to what is changing the world. https://stratechery.com/2025/iphones-17-and-the-sugar-water-trap/ https://stratechery.com/2025/iphones-17-and-the-sugar-water-trap/"
X Link 2025-09-10T10:47Z 152.4K followers, 14.8K engagements

"9-11-2025 ($) An Interview with Dan Kim About Intel Nvidia and the U.S. Government https://stratechery.com/2025/an-interview-with-dan-kim-about-intel-nvidia-and-the-u-s-government/ https://stratechery.com/2025/an-interview-with-dan-kim-about-intel-nvidia-and-the-u-s-government/"
X Link 2025-09-11T10:30Z 152.4K followers, [----] engagements

"9-15-2025 ($) Oracle Pops From Databases to AI Oracle and OpenAI https://stratechery.com/2025/oracle-pops-from-databases-to-ai-oracle-and-openai/ https://stratechery.com/2025/oracle-pops-from-databases-to-ai-oracle-and-openai/"
X Link 2025-09-15T10:15Z 152.4K followers, [----] engagements

"9-22-2025 ($) Nvidia and Intel Tan's Earnings Call Negotiation Deal Specifics https://stratechery.com/2025/nvidia-and-intel-tans-earnings-call-negotiation-deal-specifics/ https://stratechery.com/2025/nvidia-and-intel-tans-earnings-call-negotiation-deal-specifics/"
X Link 2025-09-22T10:15Z 152.7K followers, [----] engagements

"The YouTube Tip of the Google Spear I've come to appreciate Google's amorphous nature; what makes me bullish is the clarity of YouTube's AI opportunity. https://stratechery.com/2025/the-youtube-tip-of-the-google-spear/ https://stratechery.com/2025/the-youtube-tip-of-the-google-spear/"
X Link 2025-09-23T10:30Z 152.5K followers, [---] engagements

"2025.39: The YouTube Juggernaut The best Stratechery content from the week of September [--] [----] including the YouTube juggernaut the Nvidia-Intel partnership and sushi robots. https://stratechery.com/2025/the-youtube-juggernaut/ https://stratechery.com/2025/the-youtube-juggernaut/"
X Link 2025-09-26T10:15Z 152.5K followers, [----] engagements

"9-29-2025 ($) Meta Vibes Good Vibes Vibes Vision https://stratechery.com/2025/meta-vibes-good-vibes-vibes-vision/ https://stratechery.com/2025/meta-vibes-good-vibes-vibes-vision/"
X Link 2025-09-29T10:15Z 152.6K followers, [----] engagements

"10-1-2025 ($) Sora the App Sonnet [---] and the Question of Models as Processors https://stratechery.com/2025/sora-the-app-sonnet-4-5-and-the-question-of-models-as-processors/ https://stratechery.com/2025/sora-the-app-sonnet-4-5-and-the-question-of-models-as-processors/"
X Link 2025-10-01T10:15Z 152.5K followers, [----] engagements

"OpenAIs Windows Play OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers. https://stratechery.com/2025/openais-windows-play/ https://stratechery.com/2025/openais-windows-play/"
X Link 2025-10-07T10:12Z 153.3K followers, 22.2K engagements

"Why Apple Is Buying Beats http://t.co/oocDeIpUGP Apple Computer had a nice [--] year run but has it reached its limit Is fashion next http://stratechery.com/2014/apple-buying-beats/ http://stratechery.com/2014/apple-buying-beats/"
X Link 2014-05-12T18:33Z 150.9K followers, [--] engagements

"Manifestos and Monopolies Facebook has long been too powerful but Mark Zuckerberg's manifesto crossed the line https://stratechery.com/2017/manifestos-and-monopolies/ https://stratechery.com/2017/manifestos-and-monopolies/"
X Link 2017-02-21T15:08Z 152.3K followers, [---] engagements

"The Slack Social Network Slack lost to Microsoft head-to-head but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can't match. https://stratechery.com/2020/the-slack-social-network/ https://stratechery.com/2020/the-slack-social-network/"
X Link 2020-07-07T15:02Z 166.3K followers, [---] engagements

"Sequoia Productive Capital Sequoias transformation of its venture capital is actually a shift from financial capital to productive capital https://stratechery.com/2021/sequoia-productive-capital/ https://stratechery.com/2021/sequoia-productive-capital/"
X Link 2021-10-27T11:48Z 169K followers, [---] engagements

"Twitter Has a New CEO; What About a New Business Model https://stratechery.com/2021/twitter-has-a-new-ceo-what-about-a-new-business-model/ https://stratechery.com/2021/twitter-has-a-new-ceo-what-about-a-new-business-model/"
X Link 2021-11-30T13:34Z 191.3K followers, [---] engagements

"DeepSeek FAQ DeepSeek has completely upended people's expectations for AI and competition with China. What is it and why does it matter https://stratechery.com/2025/deepseek-faq/ https://stratechery.com/2025/deepseek-faq/"
X Link 2025-01-27T14:10Z 150.6K followers, 101.3K engagements

"2-6-2025 An Interview with ServiceNow Chairman and CEO Bill McDermott about Enterprise AI Agents https://stratechery.com/2025/an-interview-with-servicenow-ceo-bill-mcdermott-about-enterprise-ai-agents/ https://stratechery.com/2025/an-interview-with-servicenow-ceo-bill-mcdermott-about-enterprise-ai-agents/"
X Link 2025-02-06T11:24Z 150.6K followers, 28.3K engagements

"Sora AI Bicycles and Meta Disruption Sora is going viral suggesting there is a big opportunity in unlocking creativity. If thats true thats good for humanity and bad for Meta. https://stratechery.com/2025/sora-ai-bicycles-and-meta-disruption/ https://stratechery.com/2025/sora-ai-bicycles-and-meta-disruption/"
X Link 2025-10-06T11:08Z 153.4K followers, 18.1K engagements

"10-8-2025 An Interview with OpenAI CEO Sam Altman About DevDay and the AI Buildout https://stratechery.com/2025/an-interview-with-openai-ceo-sam-altman-about-devday-and-the-ai-buildout/ https://stratechery.com/2025/an-interview-with-openai-ceo-sam-altman-about-devday-and-the-ai-buildout/"
X Link 2025-10-08T10:15Z 153.4K followers, 33.2K engagements

"2025.41: Its OpenAIs World Were Just Living in It The best Stratechery content from the week of October [--] [----] including OpenAI's Windows strategy Sam Altman and boundless ambition and the future of creation. https://stratechery.com/2025/its-openais-world-were-just-living-in-it/ https://stratechery.com/2025/its-openais-world-were-just-living-in-it/"
X Link 2025-10-10T10:15Z 153.5K followers, [----] engagements

"10-14-2025 ($) OpenAI and Broadcom ChatGPT and XPUs AMD and Nvidia https://stratechery.com/2025/openai-and-broadcom-chatgpt-and-xpus-amd-and-nvidia/ https://stratechery.com/2025/openai-and-broadcom-chatgpt-and-xpus-amd-and-nvidia/"
X Link 2025-10-14T10:15Z 153.5K followers, [----] engagements

"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 [--] [----] including rare earths the state of the trade war and why Netflix wants Bill Simmons. https://stratechery.com/2025/a-rare-earths-awakening-for-the-west/ https://stratechery.com/2025/a-rare-earths-awakening-for-the-west/"
X Link 2025-10-17T17:32Z 153.5K followers, 12K engagements

"10-20-2025 An Interview with Asana Founder Dustin Moskovitz about AI SaaS and Safety https://stratechery.com/2025/an-interview-with-asana-founder-dustin-moskovitz-about-ai-saas-and-safety/ https://stratechery.com/2025/an-interview-with-asana-founder-dustin-moskovitz-about-ai-saas-and-safety/"
X Link 2025-10-20T10:15Z 153.8K followers, [----] engagements

"Resiliency and Scale Decreasing transportation and communications costs increases resiliency in theory but destroys it in practice. The only way to have resiliency is through less efficiency. https://stratechery.com/2025/resiliency-and-scale/ https://stratechery.com/2025/resiliency-and-scale/"
X Link 2025-10-22T10:30Z 153.5K followers, 38.2K engagements

"10-23-2025 ($) Netflix Earnings KPop Demon Hunters and Netflix Hit Production https://stratechery.com/2025/netflix-earnings-kpop-demon-hunters-and-netflix-hit-production/ https://stratechery.com/2025/netflix-earnings-kpop-demon-hunters-and-netflix-hit-production/"
X Link 2025-10-23T10:15Z 153.5K followers, [----] engagements

"10-29-2025 ($) Nvidia GTC in DC Qualcomms AI Chip OpenAIs Restructuring https://stratechery.com/2025/nvidia-gtc-in-dc-qualcomms-ai-chip-openais-restructuring/ https://stratechery.com/2025/nvidia-gtc-in-dc-qualcomms-ai-chip-openais-restructuring/"
X Link 2025-10-29T10:15Z 153.8K followers, [----] engagements

"2025.44: Twitter TV and Taylor Sheridan The best Stratechery content from the week of October [--] [----] including Taylor Sheridan saving television the TSMC brake and Victor Wembanyama taking flight. https://stratechery.com/2025/twitter-tv-and-taylor-sheridan/ https://stratechery.com/2025/twitter-tv-and-taylor-sheridan/"
X Link 2025-10-31T10:00Z 153.7K followers, [----] engagements

"11-4-2025 ($) Amazon Earnings AWS and OpenAI Did Amazon Solve Groceries https://stratechery.com/2025/amazon-earnings-aws-and-openai-did-amazon-solve-groceries/ https://stratechery.com/2025/amazon-earnings-aws-and-openai-did-amazon-solve-groceries/"
X Link 2025-11-04T11:15Z 153.8K followers, 18.5K engagements

"The Benefits of Bubbles We are in an AI Bubble: the big question is if this bubble will worth it for the physical infrastructure and coordinated innovation that result https://stratechery.com/2025/the-benefits-of-bubbles/ https://stratechery.com/2025/the-benefits-of-bubbles/"
X Link 2025-11-05T11:45Z 160.4K followers, 180.2K engagements

"11-12-2025 ($) Microsoft Earnings CoreAI/MantleAI Additional Notes https://stratechery.com/2025/microsoft-earnings-coreai-mantleai-additional-notes/ https://stratechery.com/2025/microsoft-earnings-coreai-mantleai-additional-notes/"
X Link 2025-11-12T11:15Z 156.9K followers, 16K engagements

"Robotaxis and Suburbia Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover. https://stratechery.com/2025/robotaxis-and-suburbia/ https://stratechery.com/2025/robotaxis-and-suburbia/"
X Link 2025-11-18T11:15Z 157.1K followers, 36.5K engagements

"Google Nvidia and OpenAI OpenAI and Nvidia are both under threat from Google; I like OpenAIs chances best but they need an advertising model to beat Google as an Aggregator. https://stratechery.com/2025/google-nvidia-and-openai/ https://stratechery.com/2025/google-nvidia-and-openai/"
X Link 2025-12-01T16:17Z 159.4K followers, 58.9K engagements

"12-2-2025 ($) OpenAI Code Red AWS and Google Cloud Networking https://stratechery.com/2025/openai-code-red-aws-and-google-cloud-networking/ https://stratechery.com/2025/openai-code-red-aws-and-google-cloud-networking/"
X Link 2025-12-02T11:15Z 159.1K followers, 24K engagements

"Conflicts Consternation and Code Red The best Stratechery content from the week of December [--] [----] including what the Times missed in its David Sacks story Atlassian's history and near future and Code Red at OpenAI. https://stratechery.com/2025/conflicts-consternation-and-code-red/ https://stratechery.com/2025/conflicts-consternation-and-code-red/"
X Link 2025-12-05T18:00Z 158.7K followers, [----] engagements

"12-9-2025 ($) An Emergency Interview with Michael Nathanson About Netflix's Acquisition of Warner Bros. https://stratechery.com/2025/an-emergency-interview-with-michael-nathanson-about-netflixs-acquisition-of-warner-bros/ https://stratechery.com/2025/an-emergency-interview-with-michael-nathanson-about-netflixs-acquisition-of-warner-bros/"
X Link 2025-12-09T11:15Z 161.3K followers, 15.8K engagements

"12-11-2025 ($) An Interview with Ryan Jones About Flighty and Building Apps in [----] https://stratechery.com/2025/an-interview-with-ryan-jones-about-flighty-and-building-apps-in-2025/ https://stratechery.com/2025/an-interview-with-ryan-jones-about-flighty-and-building-apps-in-2025/"
X Link 2025-12-11T11:15Z 161.4K followers, 31.8K engagements

"AI Power Now and In [---] Years The best Stratechery content from the week of January [--] [----] including whether AI will replace humans the future of power generation and what China thinks of what happened in Caracas. https://stratechery.com/2026/an-interview-with-jeremie-eliahou-ontiveros-and-ajey-pandey-about-building-power-for-ai/ https://stratechery.com/2026/an-interview-with-jeremie-eliahou-ontiveros-and-ajey-pandey-about-building-power-for-ai/"
X Link 2026-01-09T18:15Z 173.5K followers, [----] engagements

"Apple: You (Still) Dont Understand the Vision Pro The first live sporting event was broadcast in the Vision Pro and it's a big disappointment. The experience could be amazing but Apple actively ruins it. https://stratechery.com/2026/apple-you-still-dont-understand-the-vision-pro/ https://stratechery.com/2026/apple-you-still-dont-understand-the-vision-pro/"
X Link 2026-01-12T11:15Z 181.1K followers, 37.1K engagements

"An Update on the Stratechery Membership Program http://t.co/6oPvenlwCe Changes to the membership program and update on progress. http://stratechery.com/2014/update-stratechery-membership-program/ http://stratechery.com/2014/update-stratechery-membership-program/"
X Link 2014-11-13T15:24Z 153.5K followers, [--] engagements

"It's a Tesla Tesla is not a disruptor nor is Apple; both succeed by building a brand around being the best. https://stratechery.com/2016/its-a-tesla/ https://stratechery.com/2016/its-a-tesla/"
X Link 2016-04-05T15:48Z 153.5K followers, [---] engagements

"Google's Go-to-Market Gap Being the best was enough on the open web; it's much more difficult on mobile https://stratechery.com/2016/googles-go-to-market-gap/ https://stratechery.com/2016/googles-go-to-market-gap/"
X Link 2016-05-19T12:18Z 191.5K followers, [--] engagements

"Attenuating Innovation (AI) Innovation required humility about the future and openness to what might be possible; Biden's executive order proscribing AI development is the opposite blocking progress and hindering the solutions to our greatest challenges https://stratechery.com/2023/attenuating-innovation-ai/ https://stratechery.com/2023/attenuating-innovation-ai/"
X Link 2023-11-01T14:29Z 226.7K followers, 272.9K engagements

"FREE Daily Update "Light Touch" Cable and DSL; The Broadband Tradeoff; The Importance of Antitrust Today's Daily Update is a follow-up to yesterday's article about net neutrality regulations and is free to all. https://stratechery.com/2017/free-daily-update-light-touch-cable-and-dsl-the-broadband-tradeoff-the-importance-of-antitrust/ https://stratechery.com/2017/free-daily-update-light-touch-cable-and-dsl-the-broadband-tradeoff-the-importance-of-antitrust/"
X Link 2017-11-29T11:30Z 194.8K followers, [--] engagements

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