Recent articles
April 9, 2026
An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise
An interview with New York Times Company CEO Meredith Kopit Levien about human expertise as a moat against Aggregators and AI.
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April 8, 2026
Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment
Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to the extent Anthropic is right, that raises even deeper concerns.
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April 7, 2026
Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance
Anthropic needs compute, and Google has the most: it's a natural partnership, particularly for Google.
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April 6, 2026
OpenAI Buys TBPN, Tech and the Token Tsunami
OpenAI's purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is breaking stuff, starting with tech services.
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April 3, 2026
2026.14: Apple, Acceleration, and AI
The best Stratechery content from the week of March 30, 2026, including Formula 1 spinning off track, Apple's first and next 50 years, and security and AI.
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April 2, 2026
An Interview with Asymco’s Horace Dediu About Apple at 50
An interview with Asymco's Horace Dediu about his career in tech, Apple's first 50 years, and the prospects for the next 50, particularly in the face of AI
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April 1, 2026
Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security
AI is going to be bad for security in the short-term, but much better than humans in the long-term.
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March 31, 2026
Apple’s 50 Years of Integration
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
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March 27, 2026
2026.13: So Long to Sora
The best Stratechery content from the week of March 23, 2026, including saying RIP to Sora, the 2026 Bullseye list, and Arm's big shift.
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March 26, 2026
An Interview with Arm CEO Rene Haas About Selling Chips
An interview with Arm CEO Rene Haas about the company's decision to not just license IP but make their own chips.
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March 25, 2026
Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems
Arm is selling its own chips, not just licensing IP. It's a big change compared to Arm's history, but not surprising given how computing is evolving.
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March 20, 2026
2026.12: Please Listen to My Podcast
The best Stratechery content from the week of March 16, 2026, including everything not written, what Jensen Huang has in common with Steve Jobs, and Trump's delayed trip to Beijing.
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March 19, 2026
Spring Break
Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out: I will return to my usual posting schedule on Tuesday, March 31. All other Stratechery Plus content, i...
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March 18, 2026
Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU. The motivation is serve all needs and keep all custo...
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March 17, 2026
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia's true nature.
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March 16, 2026
Agents Over Bubbles
Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble.
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March 13, 2026
2026.11: Winners, Losers, and the Unknown
The best Stratechery content from the week of March 9, 2026, including integration and AI, the Team Test and a basketball disgrace, and the US, China and Iran.
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March 12, 2026
An Interview with Robert Fishman About the Current State of Hollywood
An interview with MoffettNathanson's Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.
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March 11, 2026
Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense
Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle's strong position
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March 10, 2026
Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle
Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it's good enough that Microsoft is making a new bundle on top of it.
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March 9, 2026
MacBook Neo, The (Not-So) Thin MacBook, Apple and Memory
The MacBook Neo was built to be cheap; that it is still good is not only a testament to Apple Silicon, but also the fact that the most important software runs in the cloud.
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March 6, 2026
2026.10: Higher Powers and Lower Macs
The best Stratechery content from the week of March 2, 2026, including Anthropic and the military, U.S. history and our political present, and Apple going downmarket.
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March 5, 2026
An Interview with Gregory Allen About Anthropic and the U.S. Government
An interview with Gregory Allen about Anthropic's dispute with the U.S. government.
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March 4, 2026
Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
Anthropic's enterprise business is reaching escape velocity, which increases the importance of finding a compromise with the government. Then, agents dramatically increase demand for Nvidia chips, ...
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March 3, 2026
Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.
Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros.?
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March 2, 2026
Anthropic and Alignment
Anthropic is in a standoff with the Department of War; while the company's concerns are legitimate, it position is intolerable and misaligned with reality.
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February 27, 2026
2026.09: This Was an Xbox
The best Stratechery content from the week of February 23, 2026, including owning the living room to ceding the hardware market, MJ to Wemby, and it's time to build...in space?
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February 26, 2026
An Interview with Bill Gurley About Runnin’ Down a Dream
An interview with long-time (retired) VC Bill Gurley about his new book about building a career you love, Uber, and the modern state of VC.
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February 25, 2026
Xbox Replaces Head of Gaming, Xbox History, Whither Xbox
Xbox has a new head, who isn't a gamer; I suspect Microsoft is doing what it should have done a decade ago: get out of the console business.
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February 24, 2026
Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages
Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine.
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