Recent articles
August 14, 2026
2026.33: The CapEx Train Keeps Rolling
The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.
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August 12, 2026
Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
Anthropic is adding watermarking in response to the E.U.'s AI law. It's a terrible idea, first and foremost for philosophical reasons.
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August 11, 2026
Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.
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August 10, 2026
Apple Earnings, More on Amazon’s Earnings
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.
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August 7, 2026
2026.32: Earnings and Learnings
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.
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August 5, 2026
Google Earnings, The Frontier Case, Amazon Earnings
Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.
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August 4, 2026
Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
Microsoft's earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.
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August 3, 2026
Meta Earnings, Meta’s Timing Problems, The Financial Tail
Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.
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July 27, 2026
Vacation: Week of July 27
Stratechery is on vacation the week of July 27. There will be no Weekly Article or Updates. The next Update will be on Monday, August 3. Sharp Tech, and Greatest of All Talk will also return the w...
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July 24, 2026
2026.30: The Copium Wars
The best Stratechery content from the week of July 20, 2026 including Chinese models and frontier futures, what happened to Hugging Face, and the NBA and its second apron bet.
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July 22, 2026
OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.
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July 21, 2026
Netflix Earnings, Is Netflix Washed?, Additional Notes
Netflix's earnings were fine, and befitting a mature company whose most exciting days are likely behind them.
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July 20, 2026
Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
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July 17, 2026
2026.29: Mainframes and Main Characters
The best Stratechery content from the week of July 13, 2026, including the end of the mainframe, the continuing adventures of OpenAI, and answering the question, "Is Netflix Washed?".
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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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