Stratechery

2026.14: Apple, Acceleration, and AI

The best Stratechery content from the week of March 30, 2026, including Formula 1 spinning off track, Apple's first and next 50 years, and security and AI.

Apr 03, 2026

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An Interview with Asymco’s Horace Dediu About Apple at 50

An interview with Asymco's Horace Dediu about his career in tech, Apple's first 50 years, and the prospects for the next 50, particularly in the face of AI

Apr 02, 2026

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Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security

AI is going to be bad for security in the short-term, but much better than humans in the long-term.

Apr 01, 2026

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Apple’s 50 Years of Integration

Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.

Mar 31, 2026

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Spring Break

Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I will return to my usual posting schedule on Tuesday, March …

Mar 30, 2026

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2026.13: So Long to Sora

The best Stratechery content from the week of March 23, 2026, including saying RIP to Sora, the 2026 Bullseye list, and Arm's big shift.

Mar 27, 2026

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An Interview with Arm CEO Rene Haas About Selling Chips

An interview with Arm CEO Rene Haas about the company's decision to not just license IP but make their own chips.

Mar 26, 2026

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Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems

Arm is selling its own chips, not just licensing IP. It's a big change compared to Arm's history, but not surprising given how computing is evolving.

Mar 25, 2026

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2026.12: Please Listen to My Podcast

The best Stratechery content from the week of March 16, 2026, including everything not written, what Jensen Huang has in common with Steve Jobs, and Trump's delayed trip to Beijing.

Mar 20, 2026

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Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and …

Mar 18, 2026

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An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia's true nature.

Mar 17, 2026

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Agents Over Bubbles

Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I …

Mar 16, 2026

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2026.11: Winners, Losers, and the Unknown

The best Stratechery content from the week of March 9, 2026, including integration and AI, the Team Test and a basketball disgrace, and the US, China and Iran.

Mar 13, 2026

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An Interview with Robert Fishman About the Current State of Hollywood

An interview with MoffettNathanson's Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.

Mar 12, 2026

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Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense

Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle's strong position

Mar 11, 2026

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