Stratechery

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Stratechery

@stratechery

Articles and Updates from stratechery.com. For the author, follow @benthompson.

stratechery.com

Joined March 2013

Stratechery
@stratechery
13h
2026.33: The CapEx Train Keeps Rolling The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.
2026.33: The CapEx Train Keeps Rolling
From stratechery.com
Stratechery
@stratechery
Aug 12
8-12-2026 ($) •Anthropic’s Watermarking •How It (Probably) Works •Worse Than It Seems
stratechery.com
Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
Anthropic is adding watermarking in response to the E.U.’s AI law. It’s a terrible idea, first and foremost for philosophical reasons.
Stratechery
@stratechery
Aug 11
Nvidia’s Risky Business Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.
stratechery.com
Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it’s expanding the risk of the AI buildout significantly.
Stratechery
@stratechery
Aug 10
8-10-2026 ($) •Apple Earnings •More on Amazon’s Earnings
stratechery.com
Apple Earnings, More on Amazon’s Earnings
Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.
Stratechery
@stratechery
Aug 7
2026.32: Earnings and Learnings The best Stratechery content from the week of August 3, 2026, including earnings exposure, OpenAI’s answer to Apple, and all about LeBron in Philly.
2026.32: Earnings and Learnings
From stratechery.com