The best Stratechery content from the week of August 11, 2025, including Facebook is Dead; Long Live Meta, GPT-5’s Arrival, and the Top 5 Airports.

Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence.

GPT-5 seems fine; the more interesting questions are about the ChatGPT product and OpenAI’s tradeoffs.

President’s Trump plan for the U.S. to get paid by Nvidia and AMD for China exports is dubious, but overall policy is headed ...

The best Stratechery content from the week of August 4, 2025 including what Nokia can teach us about the AI era, what the NFL wants from ESPN, and how Visa conquered debit cards.

The NFL is taking equity in ESPN. It’s a great deal for Disney, driven by the NFL’s long-term concern about tech dominance.

When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...

The best Stratechery content from the week of July 21, 2025, including exaggerated rumors of Google’s demise, content and community, and computers as entertainment machines.

The old model for content sprung from geographic communities; the new model for content is to be the organizing principle for virtual communities.