With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize. Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable ...

Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.

Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.

IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.

The setting: Meta’s earnings call in early August, 2026. The speaker: Meta CEO Mark Zuckerberg. Good afternoon everyone, and welcome to Meta Platforms’ Second Quarter 2026 Earnings Conference Call.

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I’m sympathetic to the cynics who consistently characterize Anthropic’s public statements, particularly those surrounding their model releases, as scare-mongering for the sake of marketing. It was ...

Last week, at its annual Build developer conference, Microsoft put forth a vision for a new ecosystem of hardware devices under the banner of Project Solara: The concept — which isn’t entirely clear ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

What does the most beautiful business model of all time look like? First, imagine that your supply is free. Second, imagine that your customers willfully compete against each other to raise your ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.