Analysis of technology and media strategy from Ben Thompson.
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
Siri isn't state of the art, but as long as it works — and it appears it does — it's good enough for the consumer market
Fable 5 is the public version of Mythos, and while it is very capable it sets some troubling new precedents
The market hates Fox's acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter
An interview with Ben Bajarin about WWDC and the status of the AI compute industry
The best Stratechery content from the week of June 8, 2026, including Apple finally shipping Intelligence, Anthropic's fable, and the future of European industry
Anthropic's belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government
The best Stratechery content from the week of June 1, 2026, including Google and Microsoft, YouTubers taking over Hollywood, and a guide to the NBA Finals
An interview with Microsoft CEO Satya Nadella about figuring out Microsoft's role in AI, the relationship with OpenAI, Capex, Software, and a potential new agentic platform
The Nvidia AI PC feels like a relic of another AI era; Microsoft's vision for devices at Build was much more compelling