📰 Stratechery

The best Stratechery content from the week of July 20, 2026 including Chinese models and frontier futures, what happened to Hugging Face, and the NBA and its se

OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.

Netflix's earnings were fine, and befitting a mature company whose most exciting days are likely behind them.

Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.

The best Stratechery content from the week of July 13, 2026, including the end of the mainframe, the continuing adventures of OpenAI, and answering the question

IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.

OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?

Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out.

The best Stratechery content from the week of July 6, 2026, including a word from Mark Zuckerberg*, pulling the plug on XBOX, and toilet talk.

The batter for verifiable data is increasingly defining the AI race, from Meta to Grok to the frontier labs.

Microsoft's Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.

A script for what Mark Zuckerberg should say on Meta's next earnings call.

Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech

The best Stratechery content from the week of June 22, 2026, including a vibe coding adventure, Apple in Europe, and a midsummer mailbag.

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

My experience and reflections on vibe coding an app that I plan on actually using regularly.

The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models.

Apple is (finally) raising prices, but they're not shipping Siri AI to the E.U.

The best Stratechery content from the week of June 15, 2026, including Anthropic, e-commerce in the age of AI, and the NBA Finals being a perfect 10.

An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and

The administration is very likely wrong about Fable, but that is ultimately Anthropic's responsibility.

The market hates Fox's acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter.

Anthropic's belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.

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