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.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...

TSMC and Intel’s approach to backside power are downstream of their cultures: customer-centric versus self-serving. It may ...

The best Stratechery content from the week of August 4, 2025 including what Nokia can teach us about the AI era, what the NFL wants from ESPN, and how Visa conquered debit cards.

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