Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google’s business objectives?

An interview with Parallel founder Parag Agarwal about valuing content and incentivizing its creation in a world of agents (plus questions about Twitter).

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.

OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that AI’s impact ...

Musk should double down on serving other companies.

An interview with Joanna Stern about her new book about living with AI, and starting her own media company. With Stratechery ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

It’s the nature of business that the eulogy for a chief executive doesn’t happen when they die, but when they retire, or, in the case of Apple CEO Tim Cook, announce that they will step up to the role ...

Anthropic CEO Dario Amodei never appeared on the TBPN podcast; now that it has been acquired by OpenAI, he probably never will Welcome back to This Week in Stratechery! As a reminder, each week, every ...

Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple. With Stratechery Plus you get access to the subscriber-only Stratechery Update and ...

In January 2025, Doug O’Laughlin at Fabricated Knowledge declared that o1 and reasoning models marked the end of Aggregation Theory: I believe that there is no practical limit to the improvements of ...

There is a weird phenomenon as a sports fan where the athletes on the field or court are older than you…and then they’re your age…and then they’re all younger than you; for me the last athlete I could ...