Stratechery

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.

Google's deal with SpaceX, and Broadcom's earnings, both seem bullish for Nvidia. Then, what I'm looking for at WWDC.

The best Stratechery content from the week of June 1, 2026, including Google and Microsoft, YouTubers taking over Hollywood, and a guide to the NBA Finals.

An interview with Microsoft CEO Satya Nadella about figuring out Microsoft's role in AI, the relationship with OpenAI, Capex, Software, and a potential new agentic platform.

The Nvidia AI PC feels like a relic of another AI era; Microsoft's vision for devices at Build was much more compelling.

Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.

YouTubers are ruling the box office, and it shouldn't be a surprise: succeeding on YouTube is a much higher bar than the gates that currently govern Hollywood.

The best Stratechery content from the week of May 25, 2026, including why everyone hates Luce, how to monetize AI answers, and social mobility in China.

An Interview with Eric Seufert about building models for generative AI, why Meta's foundational models are so important, and why understanding advertising leads to optimism about humanity's future.

There isn't a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.

Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.

Stratechery weekly roundup covering data center policy tensions, agent economics models, and tangential topics from May 2026.

Parag Agarwal (Parallel) discusses content valuation and creator incentives in an agent-driven web economy.

Stratechery analysis of Google I/O's AI announcements and tension between DeepMind research priorities and Google's commercial strategy.

No substantive content; Stratechery publishing hiatus notice.

Stratechery analyzes data center opposition and proposes financial compensation as the viable solution to community resistance.

Stratechery weekly digest covering computing trends, Musk commentary, and US-China relations; lacks specific AI technical details or announcements.

Ben Thompson discusses compute shortage impacts on aggregation theory and consumer AI at MoffettNathanson conference.

OpenAI forms deployment company; labs pursue top-down AI implementation strategy; Apple-Intel partnership reflects economic incentives.

Stratechery opinion: Elon Musk's dual involvement in SpaceX and xAI mirrors Anthropic's structure; argues Musk should focus xAI on B2B services.

Agentic inference differs fundamentally from interactive inference; latency becomes irrelevant when humans aren't waiting, reshaping compute infrastructure priorities.

Stratechery weekly roundup covering Big Tech Q1 earnings, consumer tech interview, and sports commentary with minimal AI focus.

Joanna Stern discusses her book on AI integration and media startup launch in Stratechery interview.

Microsoft announces agentic business model shift; Apple faces chip/memory constraints despite Mac AI gains.

Stratechery analysis: Amazon lagged in AI training but positioned for inference dominance through sustained infrastructure investment.

Stratechery analysis: Google's stock outperformed Meta's despite weaker core metrics; Google's AI monetization strategy (including Anthropic investment) cited as key driver.

Stratechery weekly commentary on Amazon, AI strategy, AR device futures, and Beijing tech policy (April 2026).

Amazon's earnings reveal Trainium chip demand driven by inference/agent workloads shift; analysis of AWS economics and strategic positioning.

Intel earnings driven by AI CPU demand surge; analysis of competitive positioning and Terafab strategy questioned.

Sam Altman and Matt Garman discuss OpenAI-AWS partnership on Bedrock Managed Agents; Stratechery covers OpenAI-Microsoft deal implications.

Personal experience essay on Meta Ray-Ban Display hardware capabilities and AR/VR implications.

Stratechery weekly digest covering Tim Cook's Apple departure, Cursor IDE, SpaceX developments, and geopolitical competition.

Google Cloud CEO Thomas Kurian discusses enterprise agent platforms and Google's cloud infrastructure advantages in the agentic AI era.

Commentary on Apple's John Ternus appointment and its implications for hardware-AI strategy, with tangential reference to SpaceX-Cursor partnership.

Tim Cook's departure as Apple CEO analyzed through lens of timing and business cycles; not AI-specific.

TSMC earnings data suggests skepticism within leadership about AI-driven growth forecasts and fab capacity expansion.

Stratechery weekly digest covering infrastructure costs, satellite connectivity, and venture capital trends.

Interview with Nico Rosberg on competitive psychology and venture capital decision-making.

Amazon's acquisition of Globalstar satellite network positioned as infrastructure play with implications for Apple ecosystem.

OpenAI internal memo reveals enterprise strategy to compete directly with Anthropic in frontier model market.

Analysis of how constrained compute supply consolidates market power, testing aggregation theory in AI infrastructure.

Stratechery weekly digest covering Anthropic updates and media industry adaptation to AI.

Interview with New York Times CEO on human expertise and editorial authority as competitive moat against aggregators.

Anthropic withholds new model citing safety risks; analysis questions disclosure rationale and alignment governance implications.

Google supplies TPUs to Anthropic to resolve compute bottleneck, consolidating strategic alliance in frontier model race.