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 ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Here were a few of our favorites from Stratechery Plus this week. Photo by Andrew Harnik/Getty Images AI is here, but not yet everywhere. As the whole world prepares to absorb AI and the increasingly ...

Musk should double down on serving other companies.

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 ...