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…
Nvidia announced a new funding mechanism to tap long-duration capital for AI compute, potentially expanding the blast radius of a bubble in service of its threatened margins, according to Ben Thompson…
Meta Platforms Inc. reported disappointing third-quarter revenue guidance, causing shares to fall about 8% to $539.03, and reported its lowest free cash flow in years due to ballooning AI expenses, wh…
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.…
IBM's stock suffered its worst single-day drop in 115 years after the company reported faltering mainframe sales and software revenue, with management blaming AI spending but analyst Ben Thompson argu…
IBM announced preliminary results that spooked the software market, highlighting ongoing challenges with its mainframe franchise and broader AI strategy. The company faces multiple AI-related problems…
OpenAI has refashioned Codex as the new ChatGPT, raising questions about whether the company is abandoning the chat category it pioneered. The move integrates code generation capabilities directly int…
Apple is suing OpenAI for allegedly stealing trade secrets, though the case centers on one employee and appears more like a defensive move than a strong legal claim, according to Stratechery analysis.…
Muse Image, Grok 4.5, and Alex Karp's CNBC appearance highlight the growing importance of verifiable data in the AI race, with Meta and frontier labs competing for dominance.…
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…
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…
Apple is raising prices but will not ship its Siri AI features to the European Union, citing regulatory concerns. The move highlights ongoing tensions between Apple's product strategy and EU digital r…
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…
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 faces responsibility for the Fable jailbreak problem, while SpaceX acquires Cursor, an AI startup. The developments highlight ongoing challenges in AI safety and consolidation in the AI star…
Anthropic released Fable, a safety-guarded version of its Mythos model, after claiming the original was too dangerous for public release. The U.S. government then issued an export control directive su…
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…
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…