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

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 ...

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 ...

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.

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

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

One of the oldest and most fruitful topics on Stratechery has been the evolution of the content industry, for two reasons: first, it undergirded the very existence of Stratechery itself, which I’ve ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

This is how I opened January 2023’s AI and the Big Five: The story of 2022 was the emergence of AI, first with image generation models, including DALL-E, MidJourney, and the open source Stable ...