Articles
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Anthropic and Alignment
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.
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Thin Is In
Thick clients were the dominant form of device throughout the PC and mobile era; in an AI world, however, thin clients make much more sense.
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Microsoft and Software Survival
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
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Apple: You (Still) Don’t Understand the Vision Pro
The first live sporting event was broadcast in the Vision Pro, and it’s a big disappointment. The experience could be amazing, but Apple actively ruins it.
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AI and the Human Condition
AI might replace all of the jobs; that’s only a problem if you think that humans will care, but if they care, they will create new jobs.
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The 2025 Stratechery Year in Review
The most popular and most important posts on Stratechery in 2025.
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Netflix and the Hollywood End Game
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
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Google, Nvidia, and OpenAI
OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat Google as an Aggregator.
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Robotaxis and Suburbia
Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.