#Stratechery

The old Internet, where anyone could host a server is over, but it’s just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears.

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.

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.

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.

A conversation with Hollywood super-agent Ari Emanuel about his memoir, the impact of AI on Hollywood, and the power of a phone call.

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.

Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem.

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.

Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content.

Nvidia is finding new ways for its customers to raise money, and it’s expanding the risk of the AI buildout significantly.

Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.

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.