ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms.

It’s funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to ...

SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should partner with Apple to deliver truly ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves ...

An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — ...

Microsoft declares independence from OpenAI and sketches out its future role building scaffolding for AI. Plus, Windows is ...

An interview with Unity CEO Matthew Bromberg about a career focused on turnarounds, from EA’s KOTR to Zynga and now to Unity.

Apple is already benefitting from AI via the App Store. Meanwhile, Siri will white-label Gemini; the long-term implications are significant.

The best Stratechery content from the week of November 3, 2025, including frothiness and the futrue, Amazon’s future in AI and groceries, and the US-China Trade Deal one week later.

An interview with Unity CEO Matthew Bromberg about a career focused on turnarounds, from EA’s KOTR to Zynga and now to Unity.

Om Malik has been observing, writing about, and investing in technology for going on three decades; that’s one reason I find his unabashed enthusiasm for the Apple Vision Pro to be notable. Malik ...