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.

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.?

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, ...

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.

It really was jarring to see those employment figures the same week that tech company after tech company reported mostly disappointing earnings, and worse forecasts, all on the heels of layoffs. Even ...

It really is a valley: There, right in the middle of the Santa Clara Valley, formed by the Santa Cruz Mountains on the west and the Diablo Range on the east, lies the once-sleepy city of Mountain View ...