The best Stratechery content from the week of April 13, 2026, including the cost of AI, what Amazon is doing with Globalstar, and Nico Rosberg on racing and investing.

Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China ...

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.

The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models. Subscribe to Stratechery Plus for full ...

(Preview) A Summer Break Mailbag: Memory Mania, Vibe Coding, Mafia PR, Caffeine Intake, Garages, and How to Fix Soccer ...

An interview with Anduril co-founder Brian Schimpf about the Lattice SDK, competing for the Collaborative Combat Aircraft Program, and building AI with Palantir. An interview with Scale AI founder and ...

An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles. Subscribe to ...

The administration is very likely wrong about Fable, but that is ultimately Anthropic’s responsibility. Subscribe to Stratechery Plus for full access. With Stratechery Plus you get access to the ...

The market hates Fox’s acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter. Subscribe to Stratechery Plus for full access. With Stratechery Plus you ...

An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles. The market hates ...

I’m sympathetic to the cynics who consistently characterize Anthropic’s public statements, particularly those surrounding their model releases, as scare-mongering for the sake of marketing. It was ...