Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle
Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it's good enough that Microsoft is making a new bundle on top of it.
Stratechery by Ben Thompson
On the business, strategy, and impact of technology.
MacBook Neo, The (Not-So) Thin MacBook, Apple and Memory
The MacBook Neo was built to be cheap; that it is still good is not only a testament to Apple Silicon, but also the fact that the most important software runs in the cloud.
2026.10: Higher Powers and Lower Macs
The best Stratechery content from the week of March 2, 2026, including Anthropic and the military, U.S. history and our political present, and Apple going downmarket.
An Interview with Gregory Allen About Anthropic and the U.S. Government
An interview with Gregory Allen about Anthropic's dispute with the U.S. government.
Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
Anthropic's enterprise business is reaching escape velocity, which increases the importance of finding a compromise with the government. Then, agents dramatically increase demand for Nvidia chips,
Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.
Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros.?
Anthropic and Alignment
Anthropic is in a standoff with the Department of War; while the company's concerns are legitimate, it position is intolerable and misaligned with reality.
2026.09: This Was an Xbox
The best Stratechery content from the week of February 23, 2026, including owning the living room to ceding the hardware market, MJ to Wemby, and it's time to build...in space?
An Interview with Bill Gurley About Runnin’ Down a Dream
An interview with long-time (retired) VC Bill Gurley about his new book about building a career you love, Uber, and the modern state of VC.
Xbox Replaces Head of Gaming, Xbox History, Whither Xbox
Xbox has a new head, who isn't a gamer; I suspect Microsoft is doing what it should have done a decade ago: get out of the console business.
Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages
Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine.
2026.08: Losing in the Attention Economy
The best Stratechery content from the week of February 16, 2026, including asking what happened to video games, the NBA being a mess, for now, and Shopify and the future of e-commerce.
An Interview with Matthew Ball About Gaming and the Fight for Attention
An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention.
Shopify Earnings, Shopify’s AI Advantages
Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling.
Thin Is In
Thick clients were the dominant form of device throughout the PC and mobile era; in an AI world, however, thin clients make much more sense.
2026.07: Aggregators and AI
The best Stratechery content from the week of February 9, 2026, including individualization at scale, CapEx explosions and distinctions, and the interviewer becoming the interviewee.
An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast
An interview with me by John Collison on the Cheeky Pint podcast about AI, ads, and the history of Stratechery.
Spotify Earnings, Individualized Networks, AI and Aggregation
Spotify's nature as a content network means that AI is a sustaining technology, particularly because they have the right business model in place.
Amazon Earnings, CapEx Concerns, Commodity AI
Amazon's massive CapEx increase makes me much more nervous than Google's, but it is understandable.
Google Earnings, Google Cloud Crushes, Search Advertising and LLMs
Google announced a massive increase in CapEx that blew away expectations; the companies earnings results explain why the increase is justified.