Stratechery is on summer break the week of June 29. There will be no Weekly Article or Updates. The next Update will be on Monday, July 6. Dithering, Sharp Tech, and Sharp China ...

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 ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

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.

The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models. Subscribe to Stratechery Plus for full ...

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.

The best Stratechery content from the week of June 15, 2026, including Anthropic, e-commerce in the age of AI, and the NBA Finals being a perfect 10.

An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.