2026
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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.
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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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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.
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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.
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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.