TSMC’s earnings suggest that the company’s leadership is not truly bought into the AI growth story.

Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.

Breaking down OpenAI’s internal memo about taking on Anthropic in the enterprise.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech ...

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.

Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.

OpenAI’s purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is breaking stuff, starting with tech services. Subscribe to Stratechery Plus for full access. A ...

Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to the extent Anthropic is ...

An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities.