The market hates Fox’s acquisition of Roku, but the company is trading extraction from rights holders for leverage as a ...

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 administration is very likely wrong about Fable, but that is ultimately Anthropic’s responsibility. With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery ...

Fable 5 is the public version of Mythos, and while it is very capable it sets some troubling new precedents. Subscribe to ...

Siri isn’t state of the art, but as long as it works — and it appears it does — it’s good enough for the consumer market.

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.

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 ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

The market hates Fox’s acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter.

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.

(Preview) The Anthropic Saga Continues, Fox and the Future of Streaming, Q&A on ChatGPT, Agentic Shopping, Autonomous Driving ...