Stratechery

7-14-2026 ($) •The OpenAI Super App •ChatGPT = Codex •Whither Chat stratechery.com/2026/the-opena…

7-13-2026 ($) •Apple Sues OpenAI •Apple’s Real Problem stratechery.com/2026/apple-sue…

2026.28: XBOX On the Rocks 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. stratechery.com/2026/xbox-on-t…

7-9-2026 ($) •Muse Image •Grok 4.5 •Alex Karp on CNBC stratechery.com/2026/muse-imag…

7-8-2026 ($) •XBOX Cuts •Bundling and the Internet Solvent •Transaction, Coordination, and Sunk Costs stratechery.com/2026/xbox-cuts…

A Script for Mark Zuckerberg A script for what Mark Zuckerberg should say on Meta's next earnings call. stratechery.com/2026/a-script-…

2026.26: Summer Vibes The best Stratechery content from the week of June 22, 2026, including a vibe coding adventure, Apple in Europe, and a midsummer mailbag. stratechery.com/2026/summer-vi…

6-25-2026 An Interview with Figma CEO Dylan Field About Design and AI stratechery.com/2026/an-interv…

6-24-2026 ($) •My Vibe Coding Adventure •The App and the Experience •Ten Takeaways stratechery.com/2026/my-vibe-c…

6-23-2026 ($) •Memory Chips and China •Microsoft and Chinese Models stratechery.com/2026/memory-ch…

6-22-2026 ($) •Apple Price Increases •Apple Intelligence and the E.U. stratechery.com/2026/apple-pri…

2026.25: The Stuff of Myth(os) The best Stratechery content from the week of June 15, 2026, including Anthropic, e-commerce in the age of AI, and the NBA Finals being a perfect 10. stratechery.com/2026/the-stuff…

6-18-2026 ($) An Interview with Michael Morton About E-Commerce in the Age of AI stratechery.com/2026/an-interv…

6-17-2026 ($) •The State of Fable •The Jailbreak Problem •SpaceX Acquires Cursor stratechery.com/2026/the-state…

6-16-2026 ($) •Fox Buys Roku •The Problem With Fox's Smart Strategy •Streaming That Works stratechery.com/2026/fox-buys-…

Anthropic's Safety Superpower Anthropic's belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government. stratechery.com/2026/anthropic…

2026.24: Hey Siri, Tell Me a Fable The best Stratechery content from the week of June 8, 2026, including Apple finally shipping Intelligence, Anthropic's fable, and the future of European industry. stratechery.com/2026/hey-siri-…

6-11-2026 ($) An Interview with Ben Bajarin About Apple, AI, and Compute stratechery.com/2026/an-interv…

6-10-2026 ($) •Fable 5 •Anthropic Alignment •AI Tiers stratechery.com/2026/fable-5-a…

The iPhone's Last Stand Siri isn't state of the art, but as long as it works — and it appears it does — it's good enough for the consumer market. stratechery.com/2026/the-iphon…