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Reading List More from Stratechery by Ben Thompson
Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.
Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.
A script for what Mark Zuckerberg should say on Meta's next earnings call.
The best Stratechery content from the week of April 27, 2026, including Amazon and AI, the future of AR devices, and Beijing's myopia.
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.
More in startups
It’s very tempting to imagine that AI turns everyone into a tool-builder - now everyone can just ask the model to make the software they need, and apps as we know them are dead. I think that misunderstands how most people think and where software actually comes from, and more importantly, it isn’t a path to change how companies actually work.
Those with the most to lose are often the least likely to take big swings
