Analysis of technology and media strategy from Ben Thompson.
An interview with long-time (retired) VC Bill Gurley about his new book about building a career you love, Uber, and the modern state of VC
The best Stratechery content from the week of February 23, 2026, including owning the living room to ceding the hardware market, MJ to Wemby, and it's time to build.in space?
An interview with Gregory Allen about Anthropic's dispute with the U.S. government
Anthropic is in a standoff with the Department of War; while the company's concerns are legitimate, it position is intolerable and misaligned with reality
Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros
Anthropic's enterprise business is reaching escape velocity, which increases the importance of finding a compromise with the government. Then, agents dramatically increase demand for Nvidia chips, even if they threaten software
The best Stratechery content from the week of February 16, 2026, including asking what happened to video games, the NBA being a mess, for now, and Shopify and the future of e-commerce
An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention
Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling
An interview with me by John Collison on the Cheeky Pint podcast about AI, ads, and the history of Stratechery
The best Stratechery content from the week of February 9, 2026, including individualization at scale, CapEx explosions and distinctions, and the interviewer becoming the interviewee
Amazon's massive CapEx increase makes me much more nervous than Google's, but it is understandable