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2026.44: At Long Last…
The best Stratechery content from the week of October 26, 2026 including Anthropic numbers, the end of the Internet as we know it, and autocracies then and now.
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Stratechery by Ben Thompson
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View all2026.44: At Long Last…Stratechery by Ben Thompson · 2026-10-30 17:00 UTCSharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything, and Brewers!Stratechery by Ben Thompson · 2026-10-30 10:00 UTCAn Interview with Palantir CTO Shyam Sankar About the AI Religious WarStratechery by Ben Thompson · 2026-10-29 10:00 UTCMeta Earnings, Muse and the Frontier, MusebookStratechery by Ben Thompson · 2026-10-28 10:06 UTCAnthropic S-1, The Cost of Compute, Who Is Paying?Stratechery by Ben Thompson · 2026-10-27 10:32 UTCThe End of the InternetStratechery by Ben Thompson · 2026-10-26 10:00 UTC
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View allSharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything, and Brewers!Stratechery by Ben Thompson · 2026-10-30 10:00 UTCAn Interview with Palantir CTO Shyam Sankar About the AI Religious WarStratechery by Ben Thompson · 2026-10-29 10:00 UTCSharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR GlassesStratechery by Ben Thompson · 2026-10-23 10:00 UTCA Conversation With Ari Emanuel About Entertainment and AIStratechery by Ben Thompson · 2026-10-15 10:00 UTC
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Sharp Tech on Video: Anthropic’s S-1 and What It Means for Meta and Muse, You Can See Everything, and Brewers!
Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery.
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AI
An Interview with Palantir CTO Shyam Sankar About the AI Religious War
An interview with Palantir CTO Shyam Sankar about AI diffusion and safety, forward-deployed engineer, and what the battle in tech is actually about.
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Meta Earnings, Muse and the Frontier, Musebook
Meta's earnings come in the context of Zuckerberg delivering on his promise; if investors believe in Muse they must support Meta's spending on compute.
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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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The End of the Internet
The old Internet, where anyone could host a server is over, but it's just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears.
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2026.43: A New Era
The best Stratechery content from the week of October 19, 2026, including the best iPad but worst phone, SS Sarandos in a storm, and You Can See Everything.
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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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World
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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Business
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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Muse Spark Open, Meta + Apple, Thin and Thick
Meta has a new open source model, and to everyone's surprise, they are are partnering with Apple to make sure you can run it locally.
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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.
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2026.42: Home At Last
The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX's appetite, and the title, takes, and the Washington Wizards.
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AI
A Conversation With Ari Emanuel About Entertainment and AI
A conversation with Hollywood super-agent Ari Emanuel about his memoir, the impact of AI on Hollywood, and the power of a phone call.