The best Stratechery content from the week of October 20, 2025, including the cost of resiliency, F1 makes it official with Apple, and a new era for NBA broadcasting.

Netflix’s growth will depend on advertising; then, more evidence that Netflix was uniquely responsible for KPop Demon Hunters ...

Decreasing transportation and communications costs increases resiliency in theory, but destroys it in practice. The only way to have resiliency is through less efficiency.

F1 is officially on Apple TV, and it’s both a worthwhile gamble on Apple’s distribution being a differentiator.

Sharp Text, by Andrew Sharp. Then, the best Stratechery content from the week of October 13, 2025, including rare earths, the state of the trade war, and why ...

An interview with Dr. Gracelin Baskaran about rare earths: how did the U.S. become dependent on China, and how do we fix the ...

OpenAI’s deal with Broadcom makes perfect sense, because OpenAI already knows exactly what workloads it needs to optimize.

China is instituting controls on rare earths, which are essential for technology, that look like chip controls; we can fix ...

The App Store charts tell the story, at least for the first week of AI-generated video apps: This doesn’t, somewhat embarrassingly, match my initial impressions: I liked the Vibes addition to the ...