The NFL is taking equity in ESPN. It’s a great deal for Disney, driven by the NFL’s long-term concern about tech dominance.

Apple appears committed to its original Apple Intelligence strategy.

When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon ...

The best Stratechery content from the week of July 28, 2025, including how to think about Figma, the future of the U.S.