Recent articles
September 2, 2026
Fable 5.1, Enterprise Frontier Safeguards
Fable 5.1 is out, and the hated Fable data retention policy is not just being altered, but entirely removed in the meantime. Plus, why increased caching is a win-win.
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September 1, 2026
Nvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face
Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.
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August 31, 2026
Meta Settles, A Framework For Regulating Content, The Rest of Big Tech
Meta's settlement makes sense for all parties, but the entire sage highlights why any solution to regulating technology feels off.
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August 28, 2026
2026.35: Internet Hype and Real World Change
The best Stratechery content from the week of August 24, 2026 including the breaker's advantage, the new battle for HDMI1, and how data center discourse ends.
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August 26, 2026
Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño
Apple and OpenAI have two completely different hardware announcements; both represent pressure on Nvidia.
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August 25, 2026
Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku
Netflix is considering selling other streaming services, and I think it's a good idea; it's also a let-down for Netflix's original goals and potential pivots.
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August 24, 2026
Autonomy and Innovation
Incentives favor offense when it comes to agentic cybersecurity; it's the same dynamic that will limit incumbents and fuel startups in the long run.
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August 21, 2026
2026.34: App Snore
The best Stratechery content from the week of August 17, 2026, including Apple making compromises in the EU, Truth (Social) and reconciliation, and August fun with the Clippers and Lakers.
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August 19, 2026
Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
Apple's App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it's ok it's late.
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August 18, 2026
Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue continues to amaze; and maybe data finally is oil.
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August 17, 2026
Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market of models and the chance at Aggregation.
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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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