Netflix is considering selling other streaming services, and I think it’s a good idea; it’s also a let-down for Netflix’s original goals and potential pivots.

Apple’s App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it’s ok it’s late.

The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.

While not every Western followed the cliché, by the 1930s cowboy serials had landed on a consistent visual cue: the hero of the show wore a white hat, and the villain wore a black one. At the end of ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

Nvidia makes another deal, this time with a frontier lab; Anthropic’s revenue continues to amaze; and maybe data finally is oil.

Anthropic is adding watermarking in response to the E.U.’s AI law. It’s a terrible idea, first and foremost for philosophical reasons.

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

On January 1, 1870, Jay Cooke, hailed as an American hero for his role in financing the Union effort in the Civil War, signed a contract that would, if you squint, lead to world war. In 1864, Congress ...

Microsoft’s earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier. Subscribe to Stratechery Plus for full access.

Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable. Subscribe to Stratechery Plus for full access. With ...