Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters ...

Decreasing transportation and communications costs increases resiliency in theory, but destroys it in practice. The only way to have resiliency is through less efficiency.

An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the ...

China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix ...

OpenAI’s deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize.

Sharp Text, by Andrew Sharp. Then, the best Stratechery content from the week of October 13, 2025, including rare earths, the state of the trade war, and why ...

F1 is officially on Apple TV, and it’s both a worthwhile gamble on Apple’s distribution being a differentiator.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...