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 ...

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.

Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI. Subscribe to Stratechery Plus for full access. With Stratechery ...

Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.

Wall Street loved Google’s earnings, and hated Meta’s, even though the latter’s core business was more impressive. The difference is that Google is monetizing its investments now ...

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 ...

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 ...