📰 Stratechery

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

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