Analysis of technology and media strategy from Ben Thompson.
The best Stratechery content from the week of March 2, 2026, including Anthropic and the military, U.S. history and our political present, and Apple going downmarket
The MacBook Neo was built to be cheap; that it is still good is not only a testament to Apple Silicon, but also the fact that the most important software runs in the cloud
The best Stratechery content from the week of March 9, 2026, including integration and AI, the Team Test and a basketball disgrace, and the US, China and Iran
Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it's good enough that Microsoft is making a new bundle on top of it
Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle's strong position
An interview with MoffettNathanson's Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon
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
The best Stratechery content from the week of February 23, 2026, including owning the living room to ceding the hardware market, MJ to Wemby, and it's time to build.in space?
An interview with Gregory Allen about Anthropic's dispute with the U.S. government
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
Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros
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, even if they threaten software