Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters ...

An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the ...

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.

Sharp Text, by Andrew Sharp. Then, the best Stratechery content from the week of October 13, 2025, including rare earths, the state of the trade war, and why ...

F1 is officially on Apple TV, and it’s both a worthwhile gamble on Apple’s distribution being a differentiator.

Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters’ success. F1 is officially on Apple TV, and it’s both a worthwhile gamble ...

Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world. Atlassian bought The Browser Company, seeking to deliver ...

China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix the problem by building, but we might not be able to. OpenAI’s DevDay ...