Stratechery

3-18-2026 ($) •Jensen Huang and Andy Grove •Groq LPUs and Vera CPUs •Hotel California stratechery.com/2026/jensen-hu…

3-17-2026 An Interview with Nvidia CEO Jensen Huang About Accelerated Computing stratechery.com/2026/an-interv…

Agents Over Bubbles Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble. stratechery.com/2026/agents-ov…

2026.11: Winners, Losers, and the Unknown The best Stratechery content from the week of March 9, 2026, including integration and AI, the Team Test and a basketball disgrace, and the US, China and Iran. stratechery.com/2026/winners-l…

3-12-2026 ($) An Interview with Robert Fishman About the Current State of Hollywood stratechery.com/2026/an-interv…

3-11-2026 ($) •Oracle Earnings •Oracle’s Cloud Growth •Oracle’s Software Defense stratechery.com/2026/oracle-ea…

3-10-2026 ($) •Copilot Cowork •Anthropic’s Integration •Microsoft’s New Bundle stratechery.com/2026/copilot-c…

3-9-2026 ($) •MacBook Neo •The (Not-So) Thin MacBook •Apple and Memory stratechery.com/2026/macbook-n…

2026.10: Higher Powers and Lower Macs The best Stratechery content from the week of March 2, 2026, including Anthropic and the military, U.S. history and our political present, and Apple going downmarket. stratechery.com/2026/higher-po…

3-5-2026 ($) An Interview with Gregory Allen About Anthropic and the U.S. Government stratechery.com/2026/an-interv…

3-4-2026 ($) •Anthropic’s Skyrocketing Revenue •A Contract Compromise? •Nvidia Earnings stratechery.com/2026/anthropic…

3-3-2026 ($) •Technological Scale and Government Control •Paramount Outbids Netflix for Warner Bros. stratechery.com/2026/technolog…

Anthropic and Alignment 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. stratechery.com/2026/anthropic…

2026.09: This Was an Xbox 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? stratechery.com/2026/this-was-…

2-26-2026 ($) An Interview with Bill Gurley About Runnin' Down a Dream stratechery.com/2026/an-interv…

2-25-2026 ($) •Xbox Replaces Head of Gaming •Xbox History •Whither Xbox stratechery.com/2026/xbox-repl…

2-24-2026 ($) •Another Viral AI Doomer Article •The Fundamental Error •DoorDash’s AI Advantages stratechery.com/2026/another-v…

2026.08: Losing in the Attention Economy 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. stratechery.com/2026/losing-in…

2-19-2026 ($) An Interview with Matthew Ball About Gaming and the Fight for Attention stratechery.com/2026/an-interv…

2-18-2026 ($) •Shopify Earnings •Shopify's AI Advantages stratechery.com/2026/shopify-e…