Stratechery

💼 Business

Jul 28, 2026

Vacation: Week of July 27

Stratechery is on vacation the week of July 27. There will be no Weekly Article or Updates. The next Update will be on Monday, August 3. Sharp Tech, and Greatest of All Talk will also return the week of August 3. Sharp China and Asianometry will continue to publish, and there will be one episode of Dithering next week. The […]

United States

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👥 Society

Jul 25, 2026

2026.30: The Copium Wars

The best Stratechery content from the week of July 20, 2026 including Chinese models and frontier futures, what happened to Hugging Face, and the NBA and its second apron bet

Global

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💻 Technology

Jul 23, 2026

OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips

OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize

Global

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💼 Business

Jul 22, 2026

Netflix Earnings, Is Netflix Washed?, Additional Notes

Netflix's earnings were fine, and befitting a mature company whose most exciting days are likely behind them

United States

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🌍 Geopolitics

Jul 21, 2026

Who’s Afraid of Chinese Models?

Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives

Global

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💻 Technology

Jul 18, 2026

2026.29: Mainframes and Main Characters

The best Stratechery content from the week of July 13, 2026, including the end of the mainframe, the continuing adventures of OpenAI, and answering the question, "Is Netflix Washed?"

United States

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💻 Technology

Jul 16, 2026

IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems

IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise

United States

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💻 Technology

Jul 15, 2026

The OpenAI Super App, ChatGPT = Codex, Whither Chat

OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?

United States

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💻 Technology

Jul 14, 2026

Apple Sues OpenAI, Apple’s Real Problem

Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out

United States

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💻 Technology

Jul 11, 2026

2026.28: XBOX On the Rocks

The best Stratechery content from the week of July 6, 2026, including a word from Mark Zuckerberg*, pulling the plug on XBOX, and toilet talk

United States

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💼 Business

Jul 10, 2026

XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs

Microsoft's Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy

United States

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💻 Technology

Jul 10, 2026

Muse Image, Grok 4.5, Alex Karp on CNBC

The batter for verifiable data is increasingly defining the AI race, from Meta to Grok to the frontier labs

Global

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