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 ...

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

Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.

OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.

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

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

OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...