Recent articles
May 22, 2026
2026.21: The Data Center Veto
The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold.
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May 21, 2026
An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter).
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May 20, 2026
Google I/O, World Models, I/O Spaghetti
Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google's business objectives?
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May 19, 2026
Personal Day
Personal Day — No Update
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May 18, 2026
Data Center Discontent, Understanding the Opposition, Fixing the Problem
There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off.
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May 15, 2026
2026.20: Shifting Alliances in a Changing World
The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations.
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May 14, 2026
An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
An interview with me about the implications of the compute shortage on Aggregation Theory, consumer AI, and more.
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May 13, 2026
The Deployment Company, Back to the 70s, Apple and Intel
OpenAI is forming a new company to deploy AI, and the other labs aren't far behind, reinforcing the thesis that AI's impact will require top-down implementation. Then, Apple has economic reasons to...
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May 12, 2026
SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
The Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other companies.
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May 11, 2026
The Inference Shift
Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans aren't involved.
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May 8, 2026
2026.19: Earning & Spending
The best Stratechery content from the week of May 4, 2026, including what we learned from Big Tech's first quarter, a conversation with Joanna Stern, and asking what's next for the Boston Celtics.
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May 7, 2026
An Interview with Joanna Stern About Living With AI
An interview with Joanna Stern about her new book about living with AI, and starting her own media company.
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May 6, 2026
Microsoft Earnings, Apple Earnings
Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.
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May 5, 2026
Amazon’s Durability
Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.
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May 4, 2026
Google Earnings, Meta Earnings
Wall Street loved Google's earnings, and hated Meta's, even though the latter's core business was more impressive. The difference is that Google is monetizing its investments now (and it might be a...
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May 1, 2026
2026.18: Long-term, Peripheral & Myopic Visions
The best Stratechery content from the week of April 27, 2026, including Amazon and AI, the future of AR devices, and Beijing's myopia.
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April 30, 2026
Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights.
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April 29, 2026
Intel Earnings, Intel’s Differentiation?, Whither Terafab
Intel's earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?
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April 28, 2026
An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
An interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus my thoughts on OpenAI and Microsoft's new deal.
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April 27, 2026
AI Hardware, Meta Display, Redefining VR and AR
I finally tried the Meta Ray-Ban Display, and it completely changed how I think about AR and VR.
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April 24, 2026
2026.17: He Came, He Saw, He Cooked
The best Stratechery content from the week of April 27, 2026, including the end of the Tim Cook era, Cursor and SpaceX, and the various fronts of Cold War 2.0.
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April 23, 2026
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
An interview with Google Cloud CEO Thomas Kurian about Google's cloud priorities, enterprise agent platform, and Google’s integration advantage.
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April 22, 2026
John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
The elevation of John Ternus suggests that Apple's future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.
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April 21, 2026
Tim Cook’s Impeccable Timing
Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.
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April 20, 2026
TSMC Earnings, New N3 Fabs, The Nvidia Ramp
TSMC's earnings suggest that the company's leadership is not truly bought into the AI growth story.
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April 17, 2026
2026.16: Servers, Satellites, and Stars
The best Stratechery content from the week of April 13, 2026, including the cost of AI, what Amazon is doing with Globalstar, and Nico Rosberg on racing and investing.
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April 16, 2026
An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win
An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities.
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April 15, 2026
Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
Apple's Globalstar acquisition is being framed as Apple versus SpaceX, but I think the real story is about Apple.
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April 14, 2026
OpenAI’s Memos, Frontier, Amazon and Anthropic
Breaking down OpenAI's internal memo about taking on Anthropic in the enterprise.
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April 13, 2026
Mythos, Muse, and the Opportunity Cost of Compute
Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.
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