The MacBook Neo was built to be cheap; that it is still good is not only a testament to Apple Silicon, but also the fact that the most important software runs in the cloud.

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 Gregory Allen about Anthropic’s dispute with the U.S. government.

The best Stratechery content from the week of March 2, 2026, including Anthropic and the military, U.S. history and our political present, and Apple going downmarket.

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.

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

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 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 ...

Anthropic’s enterprise business is reaching escape velocity, which increases the importance of finding a compromise with the government. Then, agents dramatically increase demand for Nvidia chips, ...

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. Xbox has a new head, who isn’t a gamer; I suspect Microsoft ...

The best Stratechery content from the week of February 16, 2026, including asking what happened to video games, the NBA being a mess, for now, and Shopify and the future of e-commerce. The best ...