Stratechery
@stratechery
Articles and Updates from For the author, follow @benthompson.
3 Following 1.5M Followers
Write Things Down
Writing things down is powerful, for humans and for AI; what comes first, however, is what to write, why to do it, and actually getting things done.
9-4-2026
An Interview with OpenAI President Greg Brockman About Astra and Alignment
8-26-2026 ($)
•Apple Updates Mini and Studio
•AI Computers
•OpenAI Jalapeño
8-25-2026 ($)
•Netflix to Sell Streaming Services?
•Streamers as Aggregators
•Revisiting Roku
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.
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.
Show more
8-19-2026 ($)
•Apple Settles With E.U.
•U.S. App Store Fees
•ATT Rules in Germany
8-18-2026 ($)
•Nvidia Backs OpenAI Data Center
•Anthropic News
•Google Buys Spirit Airlines Data
8-17-2026 ($)
•Stripe Acquiring OpenRouter
•Aggregating AI?
•Flipping the Business Model
2026.33: The CapEx Train Keeps Rolling
The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.
8-12-2026 ($)
•Anthropic’s Watermarking
•How It (Probably) Works
•Worse Than It Seems
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.
8-10-2026 ($)
•Apple Earnings
•More on Amazon’s Earnings
2026.32: Earnings and Learnings
The best Stratechery content from the week of August 3, 2026, including earnings exposure, OpenAI’s answer to Apple, and all about LeBron in Philly.
Show more
8-5-2026 ($)
•Google Earnings
•The Frontier Case
•Amazon Earnings
8-4-2026 ($)
•Microsoft Earnings
•Microsoft vs. Meta
•The Efficiency Payoff
8-3-2026 ($)
•Meta Earnings
•Meta’s Timing Problems
•The Financial Tail
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.
Show more
7-22-2026 ($)
•OpenAI Hacks Hugging Face
•What Happened
•Alignment and Paper Clips
7-21-2026 ($)
•Netflix Earnings
•Is Netflix Washed?
•Additional Notes
