Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters ...
Decreasing transportation and communications costs increases resiliency in theory, but destroys it in practice. The only way to have resiliency is through less efficiency.
The best Stratechery content from the week of October 20, 2025, including the cost of resiliency, F1 makes it official with Apple, and a new era for NBA broadcasting.
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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 ...
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 ...
OpenAI’s deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get ...
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