Amazon blocked Muse, according to Stratechery's Ben Thompson, who wrote that a deal remains possible because Amazon's physical-world investments constitute an AI moat. Thompson framed the standoff as …
Salesforce CEO Marc Benioff is reversing his 2024 AgentForce commitment by integrating Anthropic and OpenAI chatbots as the preferred user interface for Salesforce customers, a shift Stratechery's And…
Salesforce is abandoning its user interface as a competitive moat, a move Stratechery characterizes as smart because that moat is disappearing for every software company. The analysis, published behin…
OpenAI's advertising efforts in ChatGPT are working and address Amazon's biggest problem with chatbots, according to Stratechery's analysis, while Walmart has begun accepting Apple Pay. The Stratecher…
Anthropic CEO Dario Amodei's proposal to "pace the frontier" of AI development is unrealistic and appears mostly geared toward political control of AI, according to a Stratechery analysis by Ben Thomp…
Apple's latest hardware-software integration, including a rumored iPhone duo, an intelligent personal hub, and Apple Watch audio intelligence, may be undercut by the company's continued belief in the …
Anthropic released Fable 5.1 and reversed its controversial data retention policy, a move driven by competitive pressure from OpenAI and the need to generate revenue, according to Stratechery's Ben Th…
OpenAI President and co-founder Greg Brockman discussed the company's history, the upcoming Astra model, and alignment in an interview with Stratechery, touching on his background at Stripe and the 20…
OpenAI CEO Sam Altman said in an interview with Stratechery that he no longer thinks of the harness and the model as entirely separable things, signaling a shift in AI development toward 'harness engi…
Nvidia has agreed to invest in OpenAI's data center project, marking another strategic partnership for the chipmaker. Separately, Anthropic's revenue growth continues to impress, and Google has acquir…
Stripe is reportedly acquiring OpenRouter, a bet on a future market of AI models and the chance at aggregation, according to Stratechery. The acquisition signals a shift in Stripe's business model tow…
Anthropic is adding watermarking to its AI models in response to the European Union's AI law, a move that Ben Thompson of Stratechery criticizes as a terrible idea primarily for philosophical reasons.…
Nvidia is expanding the risk of the AI buildout by enabling its customers to raise money in new ways, according to a Stratechery analysis. The article draws parallels to the 1870s railroad boom, where…
Google's earnings confirmed the Anthropic hedge, while Amazon CEO Andy Jassy explained why their capital expenditures were justifiable, according to Ben Thompson on Stratechery.…
Ben Thompson argues that the biggest danger to U.S. AI leadership is U.S. policy around cybersecurity, not Chinese models like Kimi K3, in a Stratechery article and Sharp Tech episode. He explains tha…
OpenAI accidentally hacked Hugging Face, but the incident's takeaways are more encouraging than people realize, according to a Stratechery analysis.…
Ben Thompson of Stratechery argues that China's AI strategy is to commoditize complements, leveraging its lead in robotics and physical-world dominance through widely available AI models, while weaken…
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…