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 ...

I think the new iPhones are pretty great. The base iPhone 17 finally gets some key features from the Pro line, including the 120Hz Promotion display (the lack of which stopped me from buying the most ...

It’s fun — and often accurate — to think of tech companies in pairs. Apple and Microsoft defined the PC market; Microsoft and Intel won it. Google and Meta dominate digital advertising; Apple and ...

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 ...

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 ...