Recent articles
July 15, 2026
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.
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July 14, 2026
The OpenAI Super App, ChatGPT = Codex, Whither Chat
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?
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July 13, 2026
Apple Sues OpenAI, Apple’s Real Problem
Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out.
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July 10, 2026
2026.28: XBOX On the Rocks
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.
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July 9, 2026
Muse Image, Grok 4.5, Alex Karp on CNBC
The batter for verifiable data is increasingly defining the AI race, from Meta to Grok to the frontier labs.
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July 8, 2026
XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
Microsoft's Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.
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July 7, 2026
A Script for Mark Zuckerberg
A script for what Mark Zuckerberg should say on Meta's next earnings call.
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June 29, 2026
Summer Break: Week of June 29
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, and Sharp China will also return th...
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June 26, 2026
2026.26: Summer Vibes
The best Stratechery content from the week of June 22, 2026, including a vibe coding adventure, Apple in Europe, and a midsummer mailbag.
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June 25, 2026
An Interview with Figma CEO Dylan Field About Design and AI
An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.
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June 24, 2026
My Vibe Coding Adventure, The App and the Experience, Ten Takeaways
My experience and reflections on vibe coding an app that I plan on actually using regularly.
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June 23, 2026
Memory Chips and China, Microsoft and Chinese Models
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.
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June 22, 2026
Apple Price Increases, Apple Intelligence and the E.U.
Apple is (finally) raising prices, but they're not shipping Siri AI to the E.U.
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June 19, 2026
2026.25: The Stuff of Myth(os)
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.
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June 18, 2026
An Interview with Michael Morton About E-Commerce in the Age of AI
An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles.
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June 17, 2026
The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor
The administration is very likely wrong about Fable, but that is ultimately Anthropic's responsibility.
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June 16, 2026
Fox Buys Roku, The Problem With Fox’s Smart Strategy, Streaming That Works
The market hates Fox's acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter.
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June 15, 2026
Anthropic’s Safety Superpower
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.
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June 12, 2026
2026.24: Hey Siri, Tell Me a Fable
The best Stratechery content from the week of June 8, 2026, including Apple finally shipping Intelligence, Anthropic's fable, and the future of European industry.
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June 11, 2026
An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.
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June 10, 2026
Fable 5, Anthropic Alignment, AI Tiers
Fable 5 is the public version of Mythos, and while it is very capable it sets some troubling new precedents.
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June 9, 2026
The iPhone’s Last Stand
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.
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June 8, 2026
Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
Google's deal with SpaceX, and Broadcom's earnings, both seem bullish for Nvidia. Then, what I'm looking for at WWDC.
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June 5, 2026
2026.23: Power Shifts
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.
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June 4, 2026
An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
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 agentic platform.
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June 3, 2026
The Nvidia AI PC, Project Solara, Microsoft AI
The Nvidia AI PC feels like a relic of another AI era; Microsoft's vision for devices at Build was much more compelling.
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June 2, 2026
The Google Capital Company
Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
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June 1, 2026
YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar
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.
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May 29, 2026
2026.22: Luceing Their Mind
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.
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May 28, 2026
An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
An Interview with Eric Seufert about building models for generative AI, why Meta's foundational models are so important, and why understanding advertising leads to optimism about humanity's future.
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