Disney made a deal with OpenAI, which both speaks to the durability of Disney’s assets and to OpenAI’s competition with Google.

Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.

An interview with MoffettNathanson’s Michael Nathanson about Netflix’s acquisition of Warner Bros. and the Hollywood end game ...

The best Stratechery content from the week of January 8, 2025, including why Netflix wants Warner, more on Netflix, and all about Flighty.

The Trump administration has effectively unwound the Biden era chip controls by selling the H200 to China; I agree with the ...

An interview with Ryan Jones about Flighty, my favorite iOS app, and how the App Store has evolved over the last 15 years.

The best Stratechery content from the week of December 1, 2025, including what the Times missed in its David Sacks story, Atlassian’s history and near future, and Code Red at OpenAI.

Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.

An interview with Atlassian founder and CEO Mike Cannon-Brookes about building Atlassian and why he is optimistic about AI. Atlassian bought The Browser Company, seeking to deliver an AI-enabled ...

OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.

In the beginning was the mainframe. These were hardly computers as we know them today, but rather calculation machines that took in reams of data (via punch cards or magnetic tape) and returned ...

One of the oldest and most fruitful topics on Stratechery has been the evolution of the content industry, for two reasons: first, it undergirded the very existence of Stratechery itself, which I’ve ...