The best Stratechery content from the week of September 8, 2025, including Apple and the new iPhones, why SpaceX is buying spectrum, and five questions after China’s Victory Day Parade.

Apple’s iPhone announcement was impressive, but no one was impressed, because Apple is increasingly peripheral to what is changing the world.

An interview with Dan Kim about the CHIPS program, why the U.S. took a stake in Intel, and the fraught dispute about Nvidia and China.

Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for work. It’s a reasonable bet, but I’m ...

Google lost some battles but won the war in its search distribution case: the Google patronage network was deemed too ...

The best Stratechery content from the week of September 1, 2025, including the Google Patronage Network, Google and competition, and Cloudflare and the future of the Internet.

SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game.

Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for work. It’s a reasonable bet, but I’m skeptical that browsers are the future.

SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game. Atlassian bought The Browser Company, seeking to deliver an ...