Stratechery

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…