Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
Wed 6:00am By Ben Thompson via RSS
Anthropic is adding watermarking in response to the E.U.'s AI law. It's a terrible idea, first and…Nvidia’s Risky Business
Tue 6:00am By Ben Thompson via RSSNvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI…Apple Earnings, More on Amazon’s Earnings
Mon 6:00am By Ben Thompson via RSSApple's earnings (and stock) are limited not by memory but rather chip shortages; then, more on…2026.32: Earnings and Learnings
Aug 7, 2026, 1:29 pm By Ben Thompson via RSS
The best Stratechery content from the week of August 3, 2026, including earnings exposure, OpenAI's…Google Earnings, The Frontier Case, Amazon Earnings
Aug 5, 2026, 6:00 am By Ben Thompson via RSSGoogle's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their…Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
Aug 4, 2026, 6:00 am By Ben Thompson via RSSMicrosoft's earnings were compelling because they showed a clarity of strategy, lower costs, and a…Meta Earnings, Meta’s Timing Problems, The Financial Tail
Aug 3, 2026, 6:00 am By Ben Thompson via RSS
Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.2026.30: The Copium Wars
Jul 24, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of July 20, 2026 including Chinese models and frontier…OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
Jul 22, 2026, 6:00 am By Ben Thompson via RSSOpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.Netflix Earnings, Is Netflix Washed?, Additional Notes
Jul 21, 2026, 6:00 am By Ben Thompson via RSSNetflix's earnings were fine, and befitting a mature company whose most exciting days are likely…
Stratechery is a subscription-based technology and business analysis site founded by Ben Thompson, known for its in-depth essays on the strategy behind major tech companies. Frequently covering Apple, Stratechery examines the company’s business model, ecosystem, product strategy, and role in the broader tech industry. With thoughtful analysis of Apple’s competitive advantages and challenges, it provides readers with a deeper understanding of how the company shapes and is shaped by the global technology landscape.
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