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Analysis of technology and media strategy from Ben Thompson.
Apple's Globalstar acquisition is being framed as Apple versus SpaceX, but I think the real story is about Apple
An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities
Breaking down OpenAI's internal memo about taking on Anthropic in the enterprise
Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply
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