Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.

Sharp Text Sharp Text is an extension of GOAT, Sharp Tech and Sharp China, where Andrew writes about basketball, technology, and US-China relations with weekly posts. Asianometry Audio and transcripts ...

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 ...

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.

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

Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes. An interview with Arm ...

An interview with New York Times Company CEO Meredith Kopit Levien about human expertise as a moat against Aggregators and AI. Anthropic says its new model is too dangerous to release; there are ...

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