The best Stratechery content from the week of June 2, 2025, including why Nike is working with Amazon, the logic of an ...

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 ...

Meta made a deal with Anduril to develop headsets for the military; does Reality Labs finally have a customer that will ...

Nike executed a disastrous pivot over recent years, away from physical retail to D2C. Now they have no choice but to embrace Amazon, but that might be the best thing that could happen to them.

Nvidia’s earnings suggest that inference is taking off, but the loss of China is a problem in the long run. Then, Nvidia moves to dominate networking for everyone.

The best Stratechery content from the week of May 26, 2025, including a human-agent epiphany, the danger of choosing to ...

An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services.