Xbox has a new head, who isn’t a gamer; I suspect Microsoft is doing what it should have done a decade ago: get out of the ...

VC Bill Gurley about his new book about building a career you love, Uber, and the modern state of VC. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the ...

Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine.

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention.

Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine. An interview with Matthew Ball about ...

Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine. An interview with Matthew Ball about ...

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention. Shopify is poised to be one of the biggest winners from AI; it would ...

Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling. Thick clients were the dominant form of device throughout ...

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention. Spotify’s nature as a content network means that AI is a sustaining ...

Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling. An interview with me by John Collison on the Cheeky Pint ...

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military ...