An interview with Gregory Allen about Anthropic’s dispute with the U.S. government.
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.
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. With Stratechery Plus you get access to the subscriber-only ...
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.
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, ...
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.
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. Subscribe to Stratechery Plus for full access. With ...
Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.
Spotify’s nature as a content network means that AI is a sustaining technology, particularly because they have the right business model in place. Subscribe to Stratechery Plus for full access. With ...
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