SpaceX’s mobile strategy is becoming clearly with its latest spectrum purchase, and it might work.

An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today. Stratechery is now presented by Stripe. What that ...

Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content. Netflix has a solid business, which is exactly the problem: the company increasingly ...

Anthropic CEO Dario Amodei never appeared on the TBPN podcast; now that it has been acquired by OpenAI, he probably never will Welcome back to This Week in Stratechery! As a reminder, each week, every ...

The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on subpar AI. Subscribe to Stratechery Plus for full access. With Stratechery Plus you ...

An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today. Netflix has a solid business, which is exactly the ...

An interview with former Facebook Head of Global Elections Katie Harbath about her new book Disrupting Politics, and how things change for the company in the 2010s. Subscribe to Stratechery Plus for ...

Meta has a new open source model, and to everyone’s surprise, they are are partnering with Apple to make sure you can run it locally.

Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem. A ...

The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations.

Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth. Meta has a new open source model, and to ...