📰 Stratechery

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.

An interview with Asymco's Horace Dediu about his career in tech, Apple's first 50 years, and the prospects for the next 50, particularly in the face of AI

AI is going to be bad for security in the short-term, but much better than humans in the long-term.

Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of inte

An interview with Arm CEO Rene Haas about the company's decision to not just license IP but make their own chips.

Arm is selling its own chips, not just licensing IP. It's a big change compared to Arm's history, but not surprising given how computing is evolving.

GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation

An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia's true nature.

Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that

The best Stratechery content from the week of March 9, 2026, including integration and AI, the Team Test and a basketball disgrace, and the US, China and Iran.

Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle's strong position

Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it's good enough that Microsoft is making a new bund

The MacBook Neo was built to be cheap; that it is still good is not only a testament to Apple Silicon, but also the fact that the most important software runs i

The best Stratechery content from the week of March 2, 2026, including Anthropic and the military, U.S. history and our political present, and Apple going downm