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.
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.
An interview with Gregory Allen about Anthropic’s dispute with the U.S. government.
Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros.?
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.
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 ...
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