All Content
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Anthropic S-1, The Cost of Compute, Who Is Paying?
Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.
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Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses
Sharp Tech is, for the first time, available on video. You have two ways to consume it: YouTube, and here on Stratechery
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An Interview with Craig Moffett About SpaceX and Bubbles
An interview with Craig Moffett about SpaceX, from launch to broadband to mobile, plus how he is applying the lessons of the dot-com bubble to today.
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Presented by Stripe
Stratechery is now presented by Stripe. What that means for me, for you, and for the future of Stratechery content.
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Netflix Earnings, Business or Franchise, Disney’s Deal
Netflix has a solid business, which is exactly the problem: the company increasingly seems like a business and not a franchise, at least in terms of growth.
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Do You Trust Apple?
Apple has a lot of trust in terms of delivering integrated products and preserving privacy; the real trust question is if you think Siri AI will justify investing more in their ecosystem.