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Stratechery
An Interview with Cursor Co-Founder and CEO Michael Truell About Coding With AI
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Anduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations
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Nike on Amazon; Nike’s Disastrous Pivot; Inevitability, Intentionality, and Amazon
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Nvidia Earnings, Nvidia’s China Argument, NVLink Fusion
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2025.22: What LLMs Could Be in the Workplace
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An Interview with Plaid Founder and CEO Zach Perret About Plumbing Trust
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The ESPN Streaming Service, The Status of U.S. Sports Rights, The Danger of Intentionality
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Claude 4, Anthropic Agents, Human-AI Agents
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2025.21: The Upheaval Coming for the Internet Economy
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OpenAI Acquires io, OpenAI’s Strategic Positioning, Apple’s Worsening AI Problem
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