The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition.

Tech schools, community colleges, or trade schools could train them. “If you could educate these engineers,” he said, “we ...

The best Stratechery content from the week of April 7, 2025, with a focus on the Trump administration’s disastrous tariffs, Apple’s complicated future, and how China might respond.

A focus on the tariff’s impact on Apple specifically, and how Apple itself contributed to China’s technological development.

The best Stratechery content from the week of February 17, 2025, including drone delivery, tech and China, and the premature end of Victor Wembanyama’s season. The best Stratechery content from the ...

The best Stratechery content from the week of March 24, 2025, including Google’s YouTube TV opportunity, acquisition of Wiz, ...

The best Stratechery content from the week of March 17, 2025, including why Nvidia’s response to ASICs, a fight with China over the Panama Canal, and an interview with Sam Altman.

The best Stratechery content from the week of March 10, 2025, including why Ben is skeptical of Alexa+, a eulogy for Skype, and Trump’s planned China tariffs.

ChatGPT’s memory feature is pretty basic, but it’s the sort of product feature that can build a moat, particularly if it’s extended to other use cases. Subscribe to Stratechery Plus for full access.