Analysis of technology and media strategy from Ben Thompson.
The best Stratechery content from the week of April 6, 2026, including Anthropic, The New York Times and another paradigm shift, and The New Yorker explains Sam Altman
Anthropic needs compute, and Google has the most: it's a natural partnership, particularly for Google
Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to the extent Anthropic is right, that raises even deeper concerns
An interview with New York Times Company CEO Meredith Kopit Levien about human expertise as a moat against Aggregators and AI
An interview with Asymco's Horace Dediu about his career in tech, Apple's first 50 years, and the prospects for the next 50, particularly in the face of AI
The best Stratechery content from the week of March 30, 2026, including Formula 1 spinning off track, Apple's first and next 50 years, and security and AI
OpenAI's purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is breaking stuff, starting with tech services
AI is going to be bad for security in the short-term, but much better than humans in the long-term
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes
The best Stratechery content from the week of March 23, 2026, including saying RIP to Sora, the 2026 Bullseye list, and Arm's big shift
An interview with Arm CEO Rene Haas about the company's decision to not just license IP but make their own chips
Arm is selling its own chips, not just licensing IP. It's a big change compared to Arm's history, but not surprising given how computing is evolving