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

Breaking down OpenAI’s internal memo about taking on Anthropic in the enterprise.

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.

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.

Anthropic needs compute, and Google has the most: it’s a natural partnership, particularly for Google.

Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to the extent Anthropic is ...

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

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.

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. An interview with Arm ...