16 articles from Stratechery
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.
The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold.
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter).
Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google's business objectives?
There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off.
The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations.
An interview with me about the implications of the compute shortage on Aggregation Theory, consumer AI, and more.
OpenAI is forming a new company to deploy AI, and the other labs aren't far behind, reinforcing the thesis that AI's impact will require top-down implementation. Then, Apple has economic reasons to w…
OpenAI is forming a new company to deploy AI, and the other labs aren't far behind, reinforcing the thesis that AI's impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.
The Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other companies.
Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans aren't involved.
The best Stratechery content from the week of May 4, 2026, including what we learned from Big Tech's first quarter, a conversation with Joanna Stern, and asking what's next for the Boston Celtics.
An interview with Joanna Stern about her new book about living with AI, and starting her own media company.
Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.
Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.
Wall Street loved Google's earnings, and hated Meta's, even though the latter's core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all…
Wall Street loved Google's earnings, and hated Meta's, even though the latter's core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all Anthropic).