Bookmarks (116)

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.

An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities.

Amazon's Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.

Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.

The best Stratechery content from the week of April 6, 2026, including Anthropic, The New York Times and another paradigm shift, and The New Yorker explains Sam Altman.

An interview with New York Times Company CEO Meredith Kopit Levien about human expertise as a moat against Aggregators and AI.

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.

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.

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.

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

AI is going to be bad for security in the short-term, but much better than humans in the long-term.

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.

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.

An interview with Arm CEO Rene Haas about the company's decision to not just license IP but make their own chips.

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.

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.

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, including my podcasts, will stay on schedule.

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 customers.

An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia's true nature.

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.

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.

An interview with MoffettNathanson's Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.

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

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.

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.

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.

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, even if they threaten software.

Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros.?

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.

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?

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.

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.

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.

The best Stratechery content from the week of February 16, 2026, including asking what happened to video games, the NBA being a mess, for now, and Shopify and the future of e-commerce.

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention.

Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling.

Thick clients were the dominant form of device throughout the PC and mobile era; in an AI world, however, thin clients make much more sense.

The best Stratechery content from the week of February 9, 2026, including individualization at scale, CapEx explosions and distinctions, and the interviewer becoming the interviewee.

An interview with me by John Collison on the Cheeky Pint podcast about AI, ads, and the history of Stratechery.

Spotify's nature as a content network means that AI is a sustaining technology, particularly because they have the right business model in place.

Google announced a massive increase in CapEx that blew away expectations; the companies earnings results explain why the increase is justified.

The best Stratechery content from the week of February 2, 2025, including the future of software, SaaSmageddon and Super Bowl ads, and madness in basketball and football.

An interview with Benedict Evans about the crisis facing software, the future of the corporation, OpenAI, and the struggle to define the LLM paradigm.

Apple's earnings could have been higher but the company couldn't get enough chips; then, once again a new design meant higher sales in China.

Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.