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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
Why jobs aren’t going anywhere
This post previously appeared in Poets and Quants. 15 years ago, my Lean LaunchPad class changed how entrepreneurship is taught. The class is now taught in hundreds of universities worldwide and helped launch thousands of startups. But this past summer, I got thinking about whether AI killed our Lean LaunchPad class, and with it the […]
It has been an insanely busy 2 weeks - and in the time it took me to have time to write this, Instinct went from raising a $250M Series B at a $2.5B valuation to reportedly raising $1B at $10B.
