2026.30: The Copium Wars
1:00pm 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
Wed 6:00am 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
Tue 6:00am By Ben Thompson via RSSNetflix's earnings were fine, and befitting a mature company whose most exciting days are likely…Who’s Afraid of Chinese Models?
Mon 7:00am By Ben Thompson via RSSEveryone is worried about Chinese models, but the frontier labs will be fine; we need to enable…2026.29: Mainframes and Main Characters
Jul 17, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of July 13, 2026, including the end of the mainframe,…IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
Jul 15, 2026, 6:00 am By Ben Thompson via RSSIBM announced preliminary results that spooked the software market generally; this is a story,…The OpenAI Super App, ChatGPT = Codex, Whither Chat
Jul 14, 2026, 6:00 am By Ben Thompson via RSSOpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they…Apple Sues OpenAI, Apple’s Real Problem
Jul 13, 2026, 6:00 am By Ben Thompson via RSSApple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels…2026.28: XBOX On the Rocks
Jul 10, 2026, 1:00 pm By Ben Thompson via RSS
The best Stratechery content from the week of July 6, 2026, including a word from Mark Zuckerberg*,…Muse Image, Grok 4.5, Alex Karp on CNBC
Jul 9, 2026, 6:00 am By Ben Thompson via RSSThe battle for verifiable data is increasingly defining the AI race, from Meta to Grok to the…
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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