Analysis of technology and media strategy from Ben Thompson.
Microsoft's Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy
The batter for verifiable data is increasingly defining the AI race, from Meta to Grok to the frontier labs
A script for what Mark Zuckerberg should say on Meta's next earnings call
Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China will also return the week of July 6. Greatest of All Talk and Asianometry will continue to publish. The full Stratechery posting schedule is here
The best Stratechery content from the week of June 22, 2026, including a vibe coding adventure, Apple in Europe, and a midsummer mailbag
An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind
My experience and reflections on vibe coding an app that I plan on actually using regularly
The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models
Apple is (finally) raising prices, but they're not shipping Siri AI to the E.U
The best Stratechery content from the week of June 15, 2026, including Anthropic, e-commerce in the age of AI, and the NBA Finals being a perfect 10
An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles
The administration is very likely wrong about Fable, but that is ultimately Anthropic's responsibility