Stratechery is on vacation the week of July 27. There will be no Weekly Article or Updates. The next Update will be on Monday, August 3. Sharp Tech, and Greatest of All Talk will also ...

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.

OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize. Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable ...

The New York Times is suing OpenAI, but it is the New York Times that stands to benefit the most from large language models, thanks to its transformation to being an Internet entity. Innovation ...

Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.

An interview with Daniel Gross and Nat Friedman about Stargate, DeepSeek, and where the margins and moats will come with models. An interview with Danial Gross and Nat Friedman about Apple’s ...

Understanding what is happening with Microsoft’s bid for TikTok, why the enterprise company would do the deal, and the implications for TikTok, Facebook, and others.

There’s a story I tell about my first day in STRT-431 at Kellogg School of Management, the introductory class that every first-year MBA was required to take; I leafed through the readings and case ...

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.

IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise. Subscribe to Stratechery Plus for full ...