Nvidia’s results continue to be best understood by the imbalance between supply and demand; that story, though, differs ...

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura ...

The DOJ's remedy in the Google case don't address the crime, and seem more focused on destroying value that Google built fairly. Subscribe to Stratechery Plus to receive full access to Stratechery and ...