TSMC’s earnings suggest that the company’s leadership is not truly bought into the AI growth story.
Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.
Breaking down OpenAI’s internal memo about taking on Anthropic in the enterprise. With Stratechery Plus you get access to the ...
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.
With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...
Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.
Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to the extent Anthropic is ...
Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.
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.
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