Anthropic is in a standoff with the Department of War; while the company’s concerns are legitimate, it position is intolerable and misaligned with reality.

An interview with long-time (retired) VC Bill Gurley about his new book about building a career you love, Uber, and the modern state of VC. With Stratechery Plus you get access to the subscriber-only ...

Xbox has a new head, who isn’t a gamer; I suspect Microsoft is doing what it should have done a decade ago: get out of the console business.

Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine.

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention.

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.

Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine. An interview with Matthew Ball about ...

Spotify’s nature as a content network means that AI is a sustaining technology, particularly because they have the right business model in place. Subscribe to Stratechery Plus for full access. With ...

Amazon’s massive CapEx increase makes me much more nervous than Google’s, but it is understandable. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the ...

Google announced a massive increase in CapEx that blew away expectations; the companies earnings results explain why the increase is justified. Subscribe to Stratechery Plus for full access. With ...

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.