2025.28: Tech Philosophy and AI Strategy The best Stratechery content from the week of July 7, 2025, including who invests and why, Apple’s search for an AI partner, and if Xi Jinxping is on his way out. stratechery.com/2025/tech-phil…

7-14-2025 ($) •Google and Windsurf •Stinky Deals •Chesterton's Fence and the Silicon Valley Ecosystem stratechery.com/2025/google-an…

7-15-2025 ($) •Cognition Buys Windsurf •Nvidia Can Sell to China •Grok 4 and Kimi stratechery.com/2025/cognition…

7-16-2025 ($) •Cloudflare's Content Independence Day •Google's Advantage •Monetizing AI stratechery.com/2025/cloudflar…

2025.29: What It Takes to Change the Web The best Stratechery content from the week of July 14, 2025, including the economic future of the web, Greatest of All Talk in Las Vegas, and how we cool computers. stratechery.com/2025/what-it-t…

Content and Community The old model for content sprung from geographic communities; the new model for content is to be the organizing principle for virtual communities. stratechery.com/2025/content-a…

7-22-2025 ($) •Netflix Earnings •Apple and F1 stratechery.com/2025/netflix-e…

7-24-2025 ($) •Google Earnings •Google Flips the Switch on Cloud •Search Notes stratechery.com/2025/google-ea…

2025.30: Rumors of Google’s Demise… 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. stratechery.com/2025/rumors-of…

7-28-2025 ($) •TSMC Earnings •A16 and TSMC’s Approach to Backside Power •Intel Earnings, Architecture, and AI stratechery.com/2025/tsmc-earn…

7-29-2025 ($) •Tesla and Samsung •Customer Service and Intel •The U.S. Semi Supply Chain stratechery.com/2025/tesla-and…

7-30-2025 ($) •Figma S-1 •The Figma OS •Figma's AI Potential stratechery.com/2025/figma-s-1…

2025.31: How to Think About Figma The best Stratechery content from the week of July 28, 2025, including how to think about Figma, the future of the U.S. semiconductor supply chain, and whether Trump is softening on China. stratechery.com/2025/how-to-th…

8-5-2025 ($) •Apple Earnings •Cook’s AI Comments •Apple’s AI Strategy, Redux stratechery.com/2025/apple-ear…

Paradigm Shifts and the Winner’s Curse When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon stratechery.com/2025/paradigm-…

8-7-2025 ($) •ESPN + NFL •NFL Strategy •Additional Disney Notes stratechery.com/2025/espn-nfl-…

2025.32: What Nokia Can Teach Us About the AI Era 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. stratechery.com/2025/what-noki…

8-12-2025 ($) •China AI Chips •A China Chip Control Framework •Whither HBM stratechery.com/2025/china-ai-…

8-13-2025 ($) •ChatGPT 5 •Product Trade-Offs •Personality and Model Upgrades stratechery.com/2025/chatgpt-5…

Facebook is Dead; Long Live Meta Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence. stratechery.com/2025/meta-earn…