Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.

An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities.

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 ...

Breaking down OpenAI’s internal memo about taking on Anthropic in the enterprise.

The best Stratechery content from the week of April 13, 2026, including the cost of AI, what Amazon is doing with Globalstar, and Nico Rosberg on racing and investing.

The best Stratechery content from the week of April 6, 2026, including Anthropic, The New York Times and another paradigm shift, and The New Yorker explains Sam Altman.

OpenAI’s purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is breaking stuff, starting with tech services. Subscribe to Stratechery Plus for full access. A ...

Francis Fukuyama’s The End of History and the Last Man is, particularly relative to its prescience, one of the most misunderstood books of all time. Aris Roussinos explained at UnHerd: Now that ...

Pretend, if you can, that the last week didn’t happen (a tall order for the Stratechery demographic, I know), and imagine another scenario: China invades Taiwan. What happens then? I’m not a military ...

At the beginning of a video announcing Unity’s acquisition of Weta Digital, Peter Jackson, filmmaker extraordinaire and the founder of Weta, and Prem Akkaraju, the CEO of Weta Digital, explained why ...