Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.
The old Internet, where anyone could host a server is over, but it’s just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears.
An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today. Subscribe to Stratechery Plus for full access.
Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery ...
Meta’s earnings come in the context of Zuckerberg delivering on his promise; if investors believe in Muse they must support Meta’s spending on compute. Netflix has a solid business, which is exactly ...
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.
An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart. Subscribe to Stratechery Plus for full access. With ...
The Apple Homeview is official, and the question is how big is the addressable market for expensive devices based on subpar AI. Subscribe to Stratechery Plus for full access. With Stratechery Plus you ...
OpenAI’s Dev Day showcased a product that is, frankly, pretty confusing. However, there is more vision here than it might seem. Subscribe to Stratechery Plus for full access. With Stratechery Plus you ...
Apple is taking a smarter approach to the home than I expected, leaning into integration (with partners); then, what Amazon should do about agents. With Stratechery Plus you get access to the ...
SpaceX’s mobile strategy is becoming clearly with its latest spectrum purchase, and it might work. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the subscriber ...
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