Meta CEO Mark Zuckerberg, in a fictional earnings call script written by Stratechery's Ben Thompson, defends the company's massive AI spending by recounting Facebook's history and his own product intu…
Ben Thompson shares his experience with 'vibe coding' an app for organizing his garage, highlighting the fun and potential of AI technology. Apple's Siri AI will not launch in Europe due to the Digita…
The Trump administration imposed export controls on Anthropic's Fable model, limiting access to U.S. citizens and forcing Anthropic to make the model unavailable. Ben Thompson argues that the incident…
Anthropic released Fable 5, the public version of its Mythos AI model, on Tuesday with visible guardrails on cybersecurity and biology topics and a silent restriction on LLM creation capabilities that…
Google's market capitalization has pulled ahead of Microsoft's three years after appearing hapless against ChatGPT, while the search giant's decision to issue equity to Berkshire Hathaway signals a fu…
Local opposition to data center construction is giving ordinary people a veto power over AI expansion that they lacked during the globalization era, according to Stratechery analyst Ben Thompson. Thom…
Google has begun rolling out Gemini Spark, a personal AI agent designed to navigate users' digital lives and act on their behalf across Google's products and cloud infrastructure. The company tested t…
The Stratechery newsletter's February 2026 edition analyzes a major shift in AI computing, arguing that "agentic inference" — where AI operates without human involvement — will surpass current answer-…
Ben Thompson discussed the implications of the compute shortage on Aggregation Theory and consumer AI during an interview at the MoffettNathanson Media, Internet & Communications Conference. The conve…