Meta announced Ray-Ban Displays, their first glasses product with a display. I think it’s very compelling in part because it ...

The best Stratechery content from the week of September 22, 2025, including the YouTube juggernaut, the Nvidia-Intel partnership, and sushi robots.

Oracle’s AI commitment requires debt, which marks an inflection point in a potential AI bubble; then, Apple finally increases ...

Oracle’s stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI. It’s a big risk, but ...

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.

Action is happening up-and-down the LLM stack: Nvidia is making deals with Intel, OpenAI is making deals with Oracle, and Nvidia and OpenAI are making deals with each other. Nine years after Nvidia ...

Intel and Nvidia have made a historic deal; it’s good for Intel (and Nvidia), but doesn’t solve their — and the U.S.’s — fundamental problems. Subscribe to Stratechery Plus for full access. With ...

YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in ...

An interview with Booking CEO Glenn Fogel about being an aggregator, the power — or not — of network effects, and how AI can finally create the perfect travel agent. YouTube is reinstating accounts ...

An interview with Booking CEO Glenn Fogel about being an aggregator, the power — or not — of network effects, and how AI can finally create the perfect travel agent. YouTube is reinstating accounts ...

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. The best Stratechery ...