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Stratechery

@stratechery

Articles and Updates from https://teapaw.org/t.co/A7bGqyJ7db. For the author, follow @benthompson.

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Joined March 2013
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Photo by Stratechery (@stratechery)
2026.45: Falling Leaves (and Stocks) The best Stratechery content from the week of November 2, 2026, including AI on the ballot, a Google state of the union, and China. stratechery.com/2026/falling…
2026.45: Falling Leaves (and Stocks)

2026.45: Falling Leaves (and Stocks)

The best Stratechery content from the week of November 2, 2026, including AI on the ballot, a Google state of the union, and China.

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11-6-2026 ($) Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response to AI stratechery.com/2026/sharp-t…
Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response...

Sharp Tech on Video: The U.S. Votes on Data Centers, Implications for Big Tech, Google’s Response...

Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery

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11-5-2026 An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI stratechery.com/2026/an-inte…
An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

An interview with Intuit CEO Sasan Goodarzi about the working for one of tech’s oldest software companies, and how Intuit is leaning into the AI paradigm shift.

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AI on the Ballot Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent? stratechery.com/2026/ai-on-t…
AI on the Ballot

AI on the Ballot

Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?

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11-3-2026 ($) •Apple Earnings •Memory Problems •The Hardware Company Regression stratechery.com/2026/apple-e…
Apple Earnings, Memory Problems, The Hardware Company Regression

Apple Earnings, Memory Problems, The Hardware Company Regression

Apple’s earnings suggest that the company’s hardware business is doing better than ever, even in the face of memory challenges. Does the software story help or hurt?

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11-2-2026 ($) •Google Earnings •Facebook Déjà Vu •The Agent Play stratechery.com/2026/google-…
Google Earnings, Facebook Déjà Vu, The Agent Play

Google Earnings, Facebook Déjà Vu, The Agent Play

Google’s earnings miss looks a lot like Facebook’s, and that’s a credit to Google. The company is being more aggressive than they get credit for.

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2026.44: At Long Last… The best Stratechery content from the week of October 26, 2026 including Anthropic numbers, the end of the Internet as we know it, and autocracies then and now. stratechery.com/2026/at-long…
2026.44: At Long Last…

2026.44: At Long Last…

The best Stratechery content from the week of October 26, 2026 including Anthropic numbers, the end of the Internet as we know it, and autocracies then and now.

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10-30-2026 ($) Sharp Tech on Video: Anthropic's S-1 and What It Means for Meta and Muse, You Can See Everything, and Brewers! stratechery.com/2026/sharp-t…
Sharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything,...

Sharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything,...

Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery.

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10-29-2026 An Interview with Palantir CTO Shyam Sankar About the AI Religious War stratechery.com/2026/an-inte…
An Interview with Palantir CTO Shyam Sankar About the AI Religious War

An Interview with Palantir CTO Shyam Sankar About the AI Religious War

An interview with Palantir CTO Shyam Sankar about AI diffusion and safety, forward-deployed engineer, and what the battle in tech is actually about.

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10-28-2026 ($) •Meta Earnings •Muse and the Frontier •Musebook stratechery.com/2026/meta-ea…
Meta Earnings, Muse and the Frontier, Musebook

Meta Earnings, Muse and the Frontier, Musebook

Meta’s earnings come in the context of Zuckerberg delivering on his promise; if investors believe in Muse they must support Meta’s spending on compute.

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10-27-2026 ($) •Anthropic S-1 •The Cost of Compute •Who Is Paying? stratechery.com/2026/anthrop…
Anthropic S-1, The Cost of Compute, Who Is Paying?

Anthropic S-1, The Cost of Compute, Who Is Paying?

Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.

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The End of the Internet The old Internet, where anyone could host a server is over, but it’s just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears. stratechery.com/2026/the-end…
The End of the Internet

The End of the Internet

The old Internet, where anyone could host a server is over, but it’s just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears.

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2026.43: A New Era The best Stratechery content from the week of October 19, 2026, including the best iPad but worst phone, SS Sarandos in a storm, and You Can See Everything stratechery.com/2026/a-new-e…
2026.43: A New Era

2026.43: A New Era

The best Stratechery content from the week of October 19, 2026, including the best iPad but worst phone, SS Sarandos in a storm, and You Can See Everything.

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10-23-2026 ($) Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses stratechery.com/2026/sharp-t…
Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery

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10-22-2026 ($) An Interview with Craig Moffett About SpaceX and Bubbles stratechery.com/2026/an-inte…
An Interview with Craig Moffett About SpaceX and Bubbles

An Interview with Craig Moffett About SpaceX and Bubbles

An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today.

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Presented by Stripe Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content. stratechery.com/2026/present…
Presented by Stripe

Presented by Stripe

Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content.

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10-21-2026 ($) •Netflix Earnings •Business or Franchise •Disney's Deal stratechery.com/2026/netflix…
Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.

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10-20-2026 ($) •Muse Spark Open •Meta + Apple •Thin and Thick stratechery.com/2026/muse-sp…
Muse Spark Open, Meta + Apple, Thin and Thick

Muse Spark Open, Meta + Apple, Thin and Thick

Meta has a new open source model, and to everyone’s surprise, they are are partnering with Apple to make sure you can run it locally.

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Do You Trust Apple? Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem. stratechery.com/2026/do-you-…
Do You Trust Apple?

Do You Trust Apple?

Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem.

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2026.42: Home At Last The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX's appetite, and the title, takes, and the Washington Wizards. stratechery.com/2026/home-at…
2026.42: Home At Last

2026.42: Home At Last

The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX’s appetite, and the title, takes, and the Washington Wizards.

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