📰 Stratechery

Dario Amodei wants to pace the frontier; it's an unrealistic proposal that seems mostly geared to political control of AI.

The best Stratechery content from the week of September 7, 2026, including the arrival of the Duo, AI that benefits humanity, and closing the book on a catastro

Apple once again demonstrated the power of integrating hardware and software, but it's biggest AI blindspot might be its belief in the primacy of apps.

OpenAI solving one of the most famous math problems is extremely impressive, and of little impact to most people's lives; Meta's Muse agent launch has the poten

Writing things down is powerful, for humans and for AI; what comes first, however, is what to write, why to do it, and actually getting things done.

The best Stratechery content from the week of August 31, 2026, including the market speaking, Apple finding religion, and society losing friction.

An interview with OpenAI President and Co-Founder Greg Brockman about the history of OpenAI, Astra and alignment, and the weight of building the future.

Fable 5.1 is out, and the hated Fable data retention policy is not just being altered, but entirely removed in the meantime. Plus, why increased caching is a wi

Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.

Meta's settlement makes sense for all parties, but the entire sage highlights why any solution to regulating technology feels off.

The best Stratechery content from the week of August 24, 2026 including the breaker's advantage, the new battle for HDMI1, and how data center discourse ends.

Apple and OpenAI have two completely different hardware announcements; both represent pressure on Nvidia.

Netflix is considering selling other streaming services, and I think it's a good idea; it's also a let-down for Netflix's original goals and potential pivots.

Incentives favor offense when it comes to agentic cybersecurity; it's the same dynamic that will limit incumbents and fuel startups in the long run.

The best Stratechery content from the week of August 17, 2026, including Apple making compromises in the EU, Truth (Social) and reconciliation, and August fun w

Apple's App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it's ok it's late.

Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue continues to amaze; and maybe data finally is oil.

Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market of models and the chance at Aggregation.

The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.

Anthropic is adding watermarking in response to the E.U.'s AI law. It's a terrible idea, first and foremost for philosophical reasons.

Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.

Apple's earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon's earnings and Andy Jassy's market analysis.

The best Stratechery content from the week of August 3, 2026, including earnings exposure, OpenAI's answer to Apple, and all about LeBron in Philly.

Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.