Amazon’s collision with the White House over tariffs highlights the political risk factors that every company needs to take ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.

Google’s earnings were well-received, but they made me a bit nervous; Google is focusing all their energy on the race between Search + AI and AI > Search.

The best Stratechery content from the week of April 21, 2025, including Tech History and Apple’s Future, Dithering on Google, ...