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Stratechery

Analysis of technology strategy, AI developments, and their business implications across enterprise software, marketplaces, and geopolitical dynamics. This page collects 143 posts published between December 2021 and October 2026. Recent coverage focuses on AI (Horizontal), Venture Capital & Startups and Enterprise Software. Stratechery publishes roughly 6 posts a month; the best of them appear in the SandHill weekly digest.

143 posts indexed6 in the last 30 daysAI (Horizontal) · Venture Capital & Startups · Enterprise Software · FintechVisit site ↗

Wednesday, 21 October 2026

1 piece
Presented by Stripe↗
Fintech · Venture Capital & Startups

Friday, 16 October 2026

1 piece
Home At Last↗
Venture Capital & Startups

Monday, 5 October 2026

1 piece
Apple and a Hacker’s Future↗
AI (Horizontal) · Developer Tools

Friday, 2 October 2026

1 piece
Dots and Question Marks↗
AI (Horizontal) · Enterprise Software

Monday, 28 September 2026

1 piece
Apps, Agents, and Aggregation↗
AI (Horizontal) · Enterprise Software · Marketing & Sales Tech

Friday, 25 September 2026

1 piece
Begun, the Aggregator Wars Have↗
AI (Horizontal) · Marketplaces · Retail & E-commerce

Monday, 21 September 2026

1 piece
Frontier Overhangs↗
AI (Horizontal) · Venture Capital & Startups

Friday, 18 September 2026

1 piece
Doomforce↗
AI (Horizontal) · Enterprise Software · Government & Public Sector

Monday, 24 August 2026

1 piece
Autonomy and Innovation↗
AI (Horizontal) · Cybersecurity · Venture Capital & Startups

Monday, 20 July 2026

1 piece
Who’s Afraid of Chinese Models?

Tuesday, 7 July 2026

1 piece
A Script for Mark Zuckerberg

Monday, 15 June 2026

1 piece
Anthropic’s Safety Superpower

Tuesday, 9 June 2026

1 piece
The iPhone’s Last Stand

Wednesday, 27 May 2026

1 piece
The SpaceX IPO and Data Centers in Space

Tuesday, 5 May 2026

1 piece
Amazon's Durability

Tuesday, 21 April 2026

1 piece
Tim Cook's Impeccable Timing

Tuesday, 31 March 2026

1 piece
Apple's 50 Years of Integration

Monday, 2 March 2026

1 piece
Anthropic and Alignment

Tuesday, 17 February 2026

1 piece
Thin Is In

Monday, 26 January 2026

1 piece
TSMC Risk

Monday, 5 January 2026

1 piece
AI and the Human Condition

Thursday, 18 December 2025

1 piece
The 2025 Stratechery Year in Review

Monday, 8 December 2025

1 piece
Netflix and the Hollywood End Game

Monday, 1 December 2025

1 piece
Google, Nvidia, and OpenAI

Tuesday, 18 November 2025

1 piece
Robotaxis and Suburbia

Wednesday, 5 November 2025

1 piece
The Benefits of Bubbles

Wednesday, 22 October 2025

1 piece
Resiliency and Scale

Tuesday, 7 October 2025

1 piece
OpenAI's Windows Play

Monday, 6 October 2025

1 piece
Sora, AI Bicycles, and Meta Disruption

Tuesday, 23 September 2025

1 piece
The YouTube Tip of the Google Spear

Wednesday, 10 September 2025

1 piece
iPhones 17 and the Sugar Water Trap

Tuesday, 26 August 2025

1 piece
U.S. Intel

Thursday, 14 August 2025

1 piece
Facebook is Dead; Long Live Meta

Wednesday, 6 August 2025

1 piece
Paradigm Shifts and the Winner's Curse

Monday, 21 July 2025

1 piece
Content and Community

Tuesday, 8 July 2025

1 piece
Tech Philosophy and AI Opportunity

Monday, 23 June 2025

1 piece
Checking In on AI and the Big Five

Tuesday, 10 June 2025

1 piece
Apple Retreats

Tuesday, 20 May 2025

1 piece
The Agentic Web and Original Sin

Monday, 5 May 2025

1 piece
Platform Power Is Underrated
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