Stratechery

5-4-2026 ($) •Google Earnings •Meta Earnings stratechery.com/2026/google-ea…

2026.18: Long-term, Peripheral & Myopic Visions The best Stratechery content from the week of April 27, 2026, including Amazon and AI, the future of AR devices, and Beijing's myopia. stratechery.com/2026/long-term…

4-29-2026 ($) •Intel Earnings •Intel’s Differentiation? •Whither Terafab stratechery.com/2026/intel-ear…

4-28-2026 An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents stratechery.com/2026/an-interv…

4-27-2026 ($) •AI Hardware •Meta Display •Redefining VR and AR stratechery.com/2026/ai-hardwa…

2026.17: He Came, He Saw, He Cooked The best Stratechery content from the week of April 27, 2026, including the end of the Tim Cook era, Cursor and SpaceX, and the various fronts of Cold War 2.0. stratechery.com/2026/he-came-h…

4-23-2026 An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment stratechery.com/2026/an-interv…

4-22-2026 ($) •John Ternus and Apple’s Hardware-Defined Future •SpaceXAI and Cursor stratechery.com/2026/john-tern…

Tim Cook’s Impeccable Timing Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down. stratechery.com/2026/tim-cooks…

4-20-2026 ($) •TSMC Earnings •New N3 Fabs •The Nvidia Ramp stratechery.com/2026/tsmc-earn…

2026.16: Servers, Satellites, and Stars The best Stratechery content from the week of April 13, 2026, including the cost of AI, what Amazon is doing with Globalstar, and Nico Rosberg on racing and investing. stratechery.com/2026/servers-s…

4-16-2026 An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win stratechery.com/2026/an-interv…

4-15-2026 ($) •Amazon Buys Globalstar •Delta to Add Leo •The Apple Angle stratechery.com/2026/amazon-bu…

4-14-2026 ($) •OpenAI's Memos •Frontier •Amazon and Anthropic stratechery.com/2026/openais-m…

Mythos, Muse, and the Opportunity Cost of Compute Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply. stratechery.com/2026/mythos-mu…

2026.15: Myth and Mythos 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. stratechery.com/2026/myth-and-…

4-9-2026 An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise stratechery.com/2026/an-interv…

4-8-2026 ($) •Anthropic’s New Model •The Mythos Wolf •Glasswing and Alignment stratechery.com/2026/anthropic…

4-7-2026 ($) •Anthropic’s New TPU Deal •Anthropic’s Computing Crunch •The Anthropic-Google Alliance stratechery.com/2026/anthropic…

4-6-2026 ($) •OpenAI Buys TBPN •Tech and the Token Tsunami stratechery.com/2026/openai-bu…