The elevation of John Ternus suggests that Apple’s future is about hardware differentiation; then, the SpaceX-Cursor deal makes a lot of sense.

Tim Cook had an extraordinary run — and impeccable timing, both in terms of when he became CEO, and when he is stepping down.

Sharp Text Sharp Text is an extension of GOAT, Sharp Tech and Sharp China, where Andrew writes about basketball, technology, and US-China relations with weekly posts. Asianometry Audio and transcripts ...

Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.

Breaking down OpenAI’s internal memo about taking on Anthropic in the enterprise. With Stratechery Plus you get access to the ...

Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.

The best Stratechery content from the week of April 6, 2026, including Anthropic, The New York Times and another paradigm shift, and The New Yorker explains Sam Altman.

Anthropic says its new model is too dangerous to release; there are reasons to be skeptical, but to the extent Anthropic is right, that raises even deeper concerns.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...