Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
An interview with Kalshi co-founder and CEO Tarek Mansour about the value of prediction markets. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery ...
The best Stratechery content from the week of January 26, 2026, including tech’s looming chip problem, what Meta is doing and why, and disappearing PLA generals and “De-Risking”.
Meta is up, despite massive CapEx plans. The company is turning every dial to drive revenue, because Mark Zuckerberg thinks winning in AI is existential.
Meta is up, despite massive CapEx plans. The company is turning every dial to drive revenue, because Mark Zuckerberg thinks winning in AI is existential. Intel’s earnings were disappointing because ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results