Analysis of technology and media strategy from Ben Thompson.
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
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize
Netflix's earnings were fine, and befitting a mature company whose most exciting days are likely behind them
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives
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?"
IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?
Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out
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
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