Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.

Breaking down OpenAI’s internal memo about taking on Anthropic in the enterprise.

The best Stratechery content from the week of April 6, 2026, including Anthropic, The New York Times and another paradigm shift, and The New Yorker explains Sam Altman.

Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.

OpenAI’s purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is breaking stuff, starting with tech services. Subscribe to Stratechery Plus for full access. A ...

Anthropic needs compute, and Google has the most: it’s a natural partnership, particularly for Google.

Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to the extent Anthropic is ...

An interview with former F1 driver and current venture capitalist Nico Rosberg about finding the mental edge and maximizing opportunities.

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.