Analysis of technology and media strategy from Ben Thompson.
OpenAI solving one of the most famous math problems is extremely impressive, and of little impact to most people's lives; Meta's Muse agent launch has the potential to be the exact opposite
An interview with OpenAI President and Co-Founder Greg Brockman about the history of OpenAI, Astra and alignment, and the weight of building the future
The best Stratechery content from the week of August 31, 2026, including the market speaking, Apple finding religion, and society losing friction
Fable 5.1 is out, and the hated Fable data retention policy is not just being altered, but entirely removed in the meantime. Plus, why increased caching is a win-win
Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world
Meta's settlement makes sense for all parties, but the entire sage highlights why any solution to regulating technology feels off
The best Stratechery content from the week of August 24, 2026 including the breaker's advantage, the new battle for HDMI1, and how data center discourse ends
Apple and OpenAI have two completely different hardware announcements; both represent pressure on Nvidia
Netflix is considering selling other streaming services, and I think it's a good idea; it's also a let-down for Netflix's original goals and potential pivots
Incentives favor offense when it comes to agentic cybersecurity; it's the same dynamic that will limit incumbents and fuel startups in the long run
Apple's App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it's ok it's late
Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue continues to amaze; and maybe data finally is oil