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…
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…
Google's market capitalization has pulled ahead of Microsoft's three years after appearing hapless against ChatGPT, while the search giant's decision to issue equity to Berkshire Hathaway signals a fu…
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…
Nvidia unveiled the RTX Spark superchip, a new PC processor developed with Microsoft, during a keynote at Taiwan's Computex conference on Monday. The chip, which features up to 20 Arm CPU cores and 12…
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…
Nvidia is restructuring its financial reporting to separate sales to hyperscale cloud providers from sales to other customers, a move that highlights the company’s strategy to combat commoditization i…
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…