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.

Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine.

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 ...

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention.

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. Xbox has a new head, who isn’t a gamer; I suspect Microsoft ...

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. Xbox has a new head, who isn’t a gamer; I suspect Microsoft ...

The best Stratechery content from the week of February 16, 2026, including asking what happened to video games, the NBA being a mess, for now, and Shopify and the future of e-commerce. The best ...

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention. Spotify’s nature as a content network means that AI is a sustaining ...

An interview with Matthew Ball about the state of the video gaming industry in 2026, and why everything is a fight for attention. Shopify is poised to be one of the biggest winners from AI; it would ...

Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling. Thick clients were the dominant form of device throughout ...