Here were a few of our favorites from Stratechery Plus this week.

1. Meta’s Moderation Changes. As you may have heard, what might have been a sleepy week after the holidays was interrupted by an Instagram video from Mark Zuckerberg and a host of moderation changes announced by Meta. Moderation questions on social media have been generating politically charged arguments for at least eight years, and the announcements from Zuckerberg were no exception. In the midst of those reactions, though, Ben’s Daily Update on Wednesday traces past comments from Zuckerberg to explain why, in addition to obvious political considerations, Mark Zuckerbeg may now be coming up with different answers to these questions. Ben also shares lessons that he, himself, has learned after covering these issues for the past eight years. It was cogent, thoughtful, and clear-eyed analysis; a refreshing counterpoint to several days of people yelling about all this on social media. — Andrew Sharp
   
   
2. So What’s Anduril Up To? Understanding the future of national security and the defense industry means getting acquainted with Anduril. Ben and I talked a bit about Anduril on a Sharp Tech episode before the holidays, and the short story is that Anduril is working to modernize the military through vertically integrated weapons platforms, while also developing software that can work across platforms and make it much easier to build and maintain modern warfighting capacity. For the longer story about what Anduril’s doing, the challenge of competing for contracts, why their work is important, and how the company views its role alongside Palantir, check out Ben’s interview with Co-CEO Brian Schimpf. The podcast version of this interview is a great way to spend an hour over the weekend. — AS
   
   
3. And now, a look at the top of the NBA. As 2025 begins the Celtics and Thunder are the favorites to meet in the NBA Finals, which is why the whole league paid attention to their regular season matchup last weekend in Oklahoma City. I had a great time talking through the midseason showdown with Ben Golliver of the Washington Post, and later in the episode we broke down both sides of the Jimmy Butler soap opera in Miami, and a few questions about the psychedelic possibilities for the rest of Victor Wembanyama’s career after he played Nikola Jokic to a draw in a pair of Spurs-Nuggets games last week. Check it out below. — AS

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Stratechery Articles and Updates

• An Interview with Anduril Co-Founder and CEO Brian Schimpf About Paradigm Shifts — Anduril co-founder Brian Schimpf on the Lattice SDK, competing for the Collaborative Combat Aircraft Program, and building AI with Palantir.
• Meta Changes Moderation Policies, Zuckerberg’s Journey — and Mine, The Audacity of Copying Well — Mark Zuckerberg is making big changes to Meta’s moderation policies; it’s the next step in a journey that has been more nuanced than people think — and it’s one I relate to.
• Nvidia at CES, Cosmos and Omniverse, Digits — Nvidia’s keynote at CES demonstrated how it is becoming the transformer company.

Dithering with Ben Thompson and Daring Fireball’s John Gruber

• The AI Encyclopedia
• Meta’s Moderation Changes

Sharp China with Andrew Sharp and Sinocism’s Bill Bishop

• Off Until Next Week

Greatest of All Talk with Andrew Sharp and WaPo’s Ben Golliver

• A Finals Preview in OKC?, The Jimmy Butler Situation Hits a Code Red, Wemby Madness Continues Apace
• LA Wildfires, The Jimmy Butler Plot Thickens, Bradley Beal Holds The Cards

Sharp Tech with Andrew Sharp and Ben Thompson

• What AI Could Mean for Aggregation Theory, o3 and Moore’s Law, More Questions Than Answers as Tech Enters 2025

The latest Stratechery video is on Intel’s Death and Potential Revival.