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 ...

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

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

Google’s earnings are great, and GCP alone justifies more capex; Meta, meanwhile, is being punished for not having a clear product application for AI. Subscribe to Stratechery Plus for full access.