Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it’s good enough that Microsoft is making a new bundle on top of it.

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.

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, ...

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

When I first went independent with Stratechery, I had a plan to make money on the side with speaking, consulting, etc.; what made me pull the plug on the latter was my last company speaking gig, with ...

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.

Apple’s annual Worldwide Developer Conference keynote kicks off in a few hours, and Mark Gurman has extensive details of what will be announced in Bloomberg, including the name: “Apple Intelligence”.