President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes ...

Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing ...

Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.

Google Cloud and YouTube subscriptions are helping drive growth; Google's expanding revenue drivers will help the company thrive with AI. Subscribe to Stratechery Plus to receive full access to ...

On the business, strategy, and impact of technology.