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.

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. With Stratechery Plus you get access to the subscriber-only ...

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 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.

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention.

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.

One way to track the AI era, starting with the November 2022 launch of ChatGPT, is by which Big Tech company was, at a particular point in time, thought to be most threatened. At the beginning ...

You probably think, given this title, you know what this Article is about. The most advanced semiconductors are made by TSMC in Taiwan, 1 and Taiwan is claimed by China, which has not and will not ...

Warner Bros. started with distribution. Just after the turn of the century, Harry, Albert, Sam, and Jack Warner bought a second-hand projector and started showing short films in Ohio and Pennsylvania ...

An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — and a big opportunity for Walmart and Shopify. Subscribe to Stratechery Plus ...

It’s funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to write an Article entitled It’s Not 1999; that was right then, and it’s ...