Stratechery

Articles and Updates from For the author, follow @benthompson.

[Stratechery @stratechery]

6-17-2026 ($)

•The State of Fable
•The Jailbreak Problem
•SpaceX Acquires Cursor

https://t.co/qwH3aQUZze

[Stratechery @stratechery]

6-16-2026 ($)

•Fox Buys Roku
•The Problem With Fox's Smart Strategy
•Streaming That Works

https://t.co/f65TxK1ZpZ

[Stratechery @stratechery]

Anthropic's Safety Superpower

Anthropic's belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.

https://t.co/4HKPlYc99i

[Stratechery @stratechery]

2026.24: Hey Siri, Tell Me a Fable

The best Stratechery content from the week of June 8, 2026, including Apple finally shipping Intelligence, Anthropic's fable, and the future of European industry.

https://t.co/4zY0i3UM1o

[Stratechery @stratechery]

6-11-2026 ($)

An Interview with Ben Bajarin About Apple, AI, and Compute

https://t.co/ddRhSzU75A

[Stratechery @stratechery]

6-10-2026 ($)

•Fable 5
•Anthropic Alignment
•AI Tiers

https://t.co/hbSfNvAFl7

[Stratechery @stratechery]

The iPhone's Last Stand

Siri isn't state of the art, but as long as it works — and it appears it does — it's good enough for the consumer market.

https://t.co/dknYH00FEC

[Stratechery @stratechery]

6-8-2026 ($)

•Google Buys Compute From SpaceX
•Broadcom’s Outlook
•Apple’s AI Politics

https://t.co/sXl7SYnl8E

[Stratechery @stratechery]

2026.23: Power Shifts

The best Stratechery content from the week of June 1, 2026, including Google and Microsoft, YouTubers taking over Hollywood, and a guide to the NBA Finals.

https://t.co/CHRzFWINic

[Stratechery @stratechery]

6-4-2026

An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

https://t.co/NWDVv2lIE8

[Stratechery @stratechery]

6-3-2026 ($)

•The Nvidia AI PC
•Project Solara
•Microsoft AI

https://t.co/6yyqr2xKs4

[Stratechery @stratechery]

The Google Capital Company

Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.

https://t.co/IygVOphySV

[Stratechery @stratechery]

6-1-2026 ($)

•YouTubers Win the Box Office
•Goodbye Gatekeepers
•The YouTube Bar

https://t.co/O4vjth2Z3y

[Stratechery @stratechery]

2026.22: Luceing Their Mind

The best Stratechery content from the week of May 25, 2026, including why everyone hates Luce, how to monetize AI answers, and social mobility in China.

https://t.co/aDDQaPpICi

[Stratechery @stratechery]

5-28-2026 ($)

An Interview with Eric Seufert About Models and Ads, and AI's Upside for Humanity

https://t.co/bneVf7oG1I

[Stratechery @stratechery]

The SpaceX IPO and Data Centers in Space

There isn't a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.

https://t.co/ZiN64VB8Ay

[Stratechery @stratechery]

5-26-2026 ($)

•Nvidia Earnings
•The AI Stack
•Nvidia's New Reporting

https://t.co/ByS6xZ6ZdU

[Stratechery @stratechery]

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.

https://t.co/Wjh23tyaF7

[Stratechery @stratechery]

5-21-2026 ($)

An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web

https://t.co/TSvLsToVZN

[Stratechery @stratechery]

5-20-2026 ($)

•Google I/O
•World Models
•I/O Spaghetti

https://t.co/4YPqKV7flY