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…
Figma CEO Dylan Field discussed the company's journey from a WebGL breakthrough to a failed Adobe acquisition and subsequent IPO, as well as the market's perception of Figma as an AI loser despite Fie…
Michael Morton discussed e-commerce in the age of AI, covering challenges like unfalsifiable bear cases, distribution versus referral models, grocery, and autonomous vehicles in an interview on Strate…
Anthropic received a U.S. export-control directive requiring suspension of access to its Fable 5 and Mythos 5 models for foreign nationals, citing national-security concerns. The directive, issued wit…
Ben Bajarin discussed Apple's artificial intelligence strategy and the broader AI compute industry in a Stratechery interview, focusing on developments from WWDC. The conversation examined how Apple i…
Fable 5, the public version of the Mythos AI model, has been released with significant capabilities but raises concerns over new precedents it sets. The model's deployment highlights ongoing debates a…
Google has purchased compute capacity from SpaceX, while Broadcom's earnings outlook and Apple's political maneuvering around AI are shaping the tech landscape. The deals signal bullish momentum for N…
Microsoft CEO Satya Nadella discussed the company's competitive positioning, its partnership with OpenAI, and AI infrastructure investments in a new interview. Nadella addressed Microsoft's business m…
Stratechery published an interview with Eric Seufert covering generative AI model building, the significance of Meta's foundational models, and how understanding advertising economics supports optimis…
Eric Seufert discussed building models for generative AI and the significance of Meta's foundational models in a recent interview. He argued that understanding advertising leads to optimism about huma…
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 I/O 2024 showcased an aggressive push to embed AI across all of Google's products, raising questions about both user experience and strategic coherence. The event highlighted tensions between D…
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…
OpenAI is forming a new company to deploy AI, reinforcing the thesis that the technology's impact will require top-down implementation, with other labs expected to follow suit. Separately, Apple has e…