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…
OpenAI solved one of the most famous math problems, a Navier-Stokes breakthrough that Stratechery called technically impressive but of little impact to most people's lives, while Meta launched its fre…
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 …
OpenAI has solved one of the most famous math problems, a feat that is impressive but of little impact to most people's lives, while Meta's launch of its Muse agent has the potential to be the opposit…
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…
Apple Inc. updated its Mac mini and Mac Studio models, while OpenAI announced new AI computers, both moves intensifying competitive pressure on Nvidia Corp. in the AI hardware market.…
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…