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Google I/O, World Models, I/O Spaghetti
Google I/O put AI everywhere, for better and for worse. Meanwhile, is DeepMind aligned with Google's business objectives?
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Personal Day
Personal Day — No Update
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Data Center Discontent, Understanding the Opposition, Fixing the Problem
There are understandable reasons for people to oppose data centers; the only solution that will work is simply paying them off.
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2026.20: Shifting Alliances in a Changing World
The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations.
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An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
An interview with me about the implications of the compute shortage on Aggregation Theory, consumer AI, and more.
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The Deployment Company, Back to the 70s, Apple and Intel
OpenAI is forming a new company to deploy AI, and the other labs aren't far behind, reinforcing the thesis that AI's impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.
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SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
The Anthropic xAI deal is shocking but not surprising: Musk should double down on serving other companies.
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The Inference Shift
Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans aren't involved.
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2026.19: Earning & Spending
The best Stratechery content from the week of May 4, 2026, including what we learned from Big Tech's first quarter, a conversation with Joanna Stern, and asking what's next for the Boston Celtics.
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An Interview with Joanna Stern About Living With AI
An interview with Joanna Stern about her new book about living with AI, and starting her own media company.
▶ ai·
Microsoft Earnings, Apple Earnings
Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.
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Amazon’s Durability
Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.
▶ ai·
Google Earnings, Meta Earnings
Wall Street loved Google's earnings, and hated Meta's, even though the latter's core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all Anthropic).
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2026.18: Long-term, Peripheral & Myopic Visions
The best Stratechery content from the week of April 27, 2026, including Amazon and AI, the future of AR devices, and Beijing's myopia.
▶ ai·
Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
Amazon's earnings suggest that the shift away from training towards inference and agents means their bet on Trainium is paying off. Plus, additional notes on ads, agents, and sports rights.
▶ ai·
Intel Earnings, Intel’s Differentiation?, Whither Terafab
Intel's earnings were very impressive, but the chief driver was a structural shift in demand for CPUs for AI. Plus, what is going on with Terafab?
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An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
An interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman about their new partnership, plus my thoughts on OpenAI and Microsoft's new deal.
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AI Hardware, Meta Display, Redefining VR and AR
I finally tried the Meta Ray-Ban Display, and it completely changed how I think about AR and VR.
▶ ai·
2026.17: He Came, He Saw, He Cooked
The best Stratechery content from the week of April 27, 2026, including the end of the Tim Cook era, Cursor and SpaceX, and the various fronts of Cold War 2.0.