Microsoft’s earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.

Meta’s earnings were a bit disappointing; future promises about AI products were more disconcerting.

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.

Microsoft’s earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.

Microsoft’s earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.

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.

The setting: Meta’s earnings call in early August, 2026. The speaker: Meta CEO Mark Zuckerberg. Good afternoon everyone, and welcome to Meta Platforms’ Second Quarter 2026 Earnings Conference Call.

I’m sympathetic to the cynics who consistently characterize Anthropic’s public statements, particularly those surrounding their model releases, as scare-mongering for the sake of marketing. It was ...

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.

I don’t normally give away my interview subjects ahead of time, but I’m going to make an exception this week given the subject and the below Update. I am writing this in San Francisco where I ...