Given Intel’s rescue plan, NVIDIA’s returns were predictably uneven. What was unexpected was the extent to which the Department of Justice wanted to punish success.
Subscribe to Stratechery Plus to get full access to Stratechery and many more features.
If you already have a subscription, sign in.
Stratechery Plus gives you access to the subscriber-exclusive Stratechery Update and Stratechery Interviews, Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts.
Stratechery Update consists of in-depth analysis of the day’s news, delivered three times a week via email or podcast (including a free bi-weekly Stratechery article). If you like Stratechery articles, you’ll love Stratechery Update.
Stratechery Interviews include interviews with prominent public company CEOs such as Mark Zuckerberg, Jensen Huang and Satya Nadella, our Founder Series with private company founders such as Parker Conrad, Laura Behrens Wu and Shishir Mehrotra, and discussions with analysts including Eric Seufert, Matthew Ball and Bill Bishop.
Dithering is a twice-weekly podcast by John Gruber and I. At 15 minutes per episode, no minute is too short or too long.
Sharp Tech is a podcast where Andrew Sharp and I talk about how technology works and how it impacts our lives. There’s one free show each week, plus a paid show featuring questions from listeners.
Sharp China is a weekly podcast where Andrew Sharp and Sinocism’s Bill Bishop talk about understanding China and its impact on the world.
Greatest Of All Talk is a twice-weekly podcast where Andrew Sharpe and Ben Golliver talk about the NBA, life, and national parks.
Stratechery Plus subscribers include executives and employees from the largest technology companies to the hottest startups, venture capitalists, investors, government representatives, regulators and many others from more than 85 countries who want to understand technology and its impact on society.
Stratechery updates are also available via SMS, RSS or on this site. Please see the Stratechery update schedule for details on delivery times and scheduled holidays. All subscriptions auto-renew monthly/annually (but can be cancelled at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill out this form.
FAQ
Once you’ve registered, please visit your distribution settings, where you’ll find easy-to-follow instructions on how to add Stratechery Podcasts to your favorite podcast player.
Related
Yes! Create a Stratechery Passport account, go to your subscription settings, and add your personalized RSS feed. Free accounts get access to Weekly Articles, and subscribers get access to Daily Updates.
Related
No, Stratechery Update and Stratechery Podcast are intended for single subscribers only. Sharing emails, using shared inboxes, or sharing RSS feeds violates Stratechery’s Terms of Use and may result in your account being suspended and/or your RSS feed being reset. Of course, it’s perfectly fine to occasionally forward Stratechery Update to interested friends or colleagues.
Related
Yes! Please fill out this form.
Updated June 1, 2021: Self-service group membership is coming to Passport soon. Sign up for Passport Updates to be notified when this feature becomes available.
Related
Yes! Just go to your Account page, select the “Subscriptions” tab and click the Annual Upgrade button. You will be charged immediately with a pro-rata discount applied to the remainder of your current monthly plan.
Related
Stratechery is purposely priced low (thousands of dollars less than other analyst reports and newsletters) to make it accessible to everyone, including students.
Related
For annual subscribers, we are happy to create custom invoices, but it is not feasible to provide this service to monthly subscribers, so if you require a custom invoice, please sign up or switch to an annual subscription and contact Stratechery.
Update June 1, 2021: We’re planning to add native support for custom invoices to Passport. Subscribe to Passport updates to be notified when support is available.
Related
Yes! To send a gift, please visit our Gifts page.
