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.

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.

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

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 ...

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.

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 August 25, 2025, including the U.S. getting into the chip business, KPop Demon Hunters and the Netflix machine, and China’s plan for AI chips.

It’s fun — and often accurate — to think of tech companies in pairs. Apple and Microsoft defined the PC market; Microsoft and Intel won it. Google and Meta dominate digital advertising; Apple and ...