📰 Stratechery

The best Stratechery content from the week of June 8, 2026, including Apple finally shipping Intelligence, Anthropic's fable, and the future of European industr

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.

The best Stratechery content from the week of June 1, 2026, including Google and Microsoft, YouTubers taking over Hollywood, and a guide to the NBA Finals.

An interview with Microsoft CEO Satya Nadella about figuring out Microsoft's role in AI, the relationship with OpenAI, Capex, Software, and a potential new agen

The Nvidia AI PC feels like a relic of another AI era; Microsoft's vision for devices at Build was much more compelling.

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.

An Interview with Eric Seufert about building models for generative AI, why Meta's foundational models are so important, and why understanding advertising leads

There isn't a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.

Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the wh

The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold.

An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter).

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

Personal Day — No Update

There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off.

The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations.

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

OpenAI is forming a new company to deploy AI, and the other labs aren't far behind, reinforcing the thesis that AI's impact will require top-down implementation

The Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other companies.

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