📰 Stratechery

An interview with Ben Bajarin about WWDC and the status of the AI compute industry.

Fable 5 is the public version of Mythos, and while it is very capable it sets some troubling new precedents.

Siri isn't state of the art, but as long as it works — and it appears it does — it's good enough for the consumer market.

Google's deal with SpaceX, and Broadcom's earnings, both seem bullish for Nvidia. Then, what I'm looking for at WWDC.

Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.

YouTubers are ruling the box office, and it shouldn't be a surprise: succeeding on YouTube is a much higher bar than the gates that currently govern Hollywood.

The best Stratechery content from the week of May 25, 2026, including why everyone hates Luce, how to monetize AI answers, and social mobility in China.

Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google's business objectives?

An interview with me about the implications of the compute shortage on Aggregation Theory, consumer AI, and more.

Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans are

An interview with Joanna Stern about her new book about living with AI, and starting her own media company.

Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ad

Intel's earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?

I finally tried the Meta Ray-Ban Display, and it completely changed how I think about AR and VR.

An interview with Google Cloud CEO Thomas Kurian about Google's cloud priorities, enterprise agent platform, and Google’s integration advantage.

The best Stratechery content from the week of April 13, 2026, including the cost of AI, what Amazon is doing with Globalstar, and Nico Rosberg on racing and inv

An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities.

Apple's Globalstar acquisition is being framed as Apple versus SpaceX, but I think the real story is about Apple.

Breaking down OpenAI's internal memo about taking on Anthropic in the enterprise.

Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.

Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to the extent Anthropic is right, that raises even deeper conce

Anthropic needs compute, and Google has the most: it's a natural partnership, particularly for Google.

OpenAI's purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is breaking stuff, starting with tech services.

The best Stratechery content from the week of March 30, 2026, including Formula 1 spinning off track, Apple's first and next 50 years, and security and AI.