#Sharp

The best Stratechery content from the week of October 19, 2026, including the best iPad but worst phone, SS Sarandos in a storm, and You Can See Everything.

The October 14, 2026 Next.js security update fixes two critical RCEs (use cache and SVG via sharp) and a Server Actions DoS. Check if you are affected, run a free checker script, and patch Next.js 15 and 16 on Docker or Coolify.

Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery

An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today.

At CEATEC 2026 in Japan, Sharp is demonstrating a washing system that will have a significant impact in places where clean water is scarce or...

At CEATEC 2026 in Japan, Sharp is demonstrating a washing system that will have a significant impact in places where clean water is scarce or conventional plumbing is unavailable.…

An interview with former Facebook Head of Global Elections Katie Harbath about her new book Disrupting Politics, and how things change for the company in the 2010s.

The best Stratechery content from the week of October 5, 2026, including drifting apart from Apple, Facebook complications, and the delightful absurdity of U.S.-China dynamics.

SpaceX’s mobile strategy is becoming clearly with its latest spectrum purchase, and it might work.

The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on subpar AI.

The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX’s appetite, and the title, takes, and the Washington Wizards.

Meta has a new open source model, and to everyone’s surprise, they are are partnering with Apple to make sure you can run it locally.

Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.

There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off.

Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google’s business objectives?

An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter).

The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold.

Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.

An Interview with Eric Seufert about building models for generative AI, why Meta’s foundational models are so important, and why understanding advertising leads to optimism about humanity&#82…

The best Stratechery content from the week of May 25, 2026, including why everyone hates Luce, how to monetize AI answers, and social mobility in China.