An interview with Gregory Allen about Anthropic’s dispute with the U.S. government. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the ...

Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros.?

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.

One way to track the AI era, starting with the November 2022 launch of ChatGPT, is by which Big Tech company was, at a particular point in time, thought to be most threatened. At the beginning ...

I was, given my interest in virtual and augmented reality, already primed to have a high degree of interest in the Vision Pro, but even so, I appreciate how you have gone out of your way to make sure ...

Pity the paradox of the content producer in the age of AI. On one hand, AI is one of the greatest gifts ever in terms of topics to cover. The 2025 Stratechery Year in Review was, just like 2024 and ...

Warner Bros. started with distribution. Just after the turn of the century, Harry, Albert, Sam, and Jack Warner bought a second-hand projector and started showing short films in Ohio and Pennsylvania ...

A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect representation of the hero’s journey. You ...