2026.15: Myth and Mythos The best Stratechery content from the week of April 6, 2026, including Anthropic, The New York Times and another paradigm shift, and The New Yorker explains Sam Altman. Ori...

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Spring Break...

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2026.11: Winners, Losers, and the Unknown...

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The Competitor That Killed Us At the height of their power, they were titans of their industries, seemingly invincible. Nokia owned the mobile phone market. Blockbuster was the king of home entertainment. Yahoo was the front door to the internet. And then, almost overnight, they were gone, rendered obsolete by a competitor they either ignored, underestimated, or fundamentally misunderstood. This episode is a competitive post-mortem. We're dissecting the stories of market leaders that were toppled by disruptors, analyzing the precise moment they lost the plot. You'll learn about the innovator's dilemma, why listening to your best customers can sometimes be a fatal mistake, and how the competitive advantages that made a company successful can become the very things that lead to its downfall.

📣 New Podcast! "The Competitor That Killed Us" on @Spreaker #acquired #advantage #analysis #blockbuster #business #case #competitive #dilemma #displacement #disruption #incumbent #innovators #market #netflix #nokia #powers #stratechery #strategy #study

2025.46: Satellites and Strategy The best Stratechery content from the week of November 10, 2025, including SpaceX buying spectrum and why Apple should be interested, Apple and Google together agai...

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2025.37: Apple on the Periphery 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&#...<br/><br/><a rel="tag" class="mention hashtag" href="https […]

[Original post on stratechery.com]

2025.37: Apple on the Periphery 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&#...<br/><br/><a rel="tag" class="mention hashtag" href="https […]

[Original post on stratechery.com]

2025.35: Intel and the Least Bad Option 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,...

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2025.35: Intel and the Least Bad Option 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,...

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2025.35: Intel and the Least Bad Option 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,...

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2025.33: Meta and the Benefit of the Doubt The best Stratechery content from the week of August 11, 2025, including Facebook is Dead; Long Live Meta, GPT-5's Arrival, and the Top 5 Airports. We...

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2025.33: Meta and the Benefit of the Doubt The best Stratechery content from the week of August 11, 2025, including Facebook is Dead; Long Live Meta, GPT-5's Arrival, and the Top 5 Airports. We...

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2025.33: Meta and the Benefit of the Doubt The best Stratechery content from the week of August 11, 2025, including Facebook is Dead; Long Live Meta, GPT-5's Arrival, and the Top 5 Airports. We...

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2025.26: Two Years Into a New Era for Big Tech The best Stratechery content from the week of June 23, 2025, including AI and the Big Five, a compelling ruling on LLMs and the Fair Use Doctrine, and...

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2025.25: Snapshots of an Evolving AI Landscape The best Stratechery content from the week of June 16, 2025, including OpenAI getting testy and xAI getting expensive, speedbumps for China's car ...

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2025.24: Apple and Its Safe Place The best Stratechery content from the week of June 9, 2025, including Apple's Retreat at WWDC, Apple in China, and the upside down NBA Finals. (Photo by Justin...

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2025.21: The Upheaval Coming for the Internet Economy The best Stratechery content from the week ...

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