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.
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 ...
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.
Nvidia makes another deal, this time with a frontier lab; Anthropic’s revenue continues to amaze; and maybe data finally is oil.
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 ...
The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.
Anthropic is adding watermarking in response to the E.U.’s AI law. It’s a terrible idea, first and foremost for philosophical reasons.
The New York Times is suing OpenAI, but it is the New York Times that stands to benefit the most from large language models, thanks to its transformation to being an Internet entity. Innovation ...
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 ...
Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis. Subscribe to Stratechery Plus for full access. With ...
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