An interview with Plaid co-founder and CEO Zach Perret about building trust as an ingredient brand in financial services.

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 ...

Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new content marketplace for AI.

OpenAI is acquiring io, Jony Ive’s hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response.

Anthropic is focused on the agent opportunity, which requires scaffolding; meanwhile, I think there is a huge underserved opportunity in multi-user AI chatbots. Subscribe to Stratechery Plus for full ...

Anthropic is focused on the agent opportunity, which requires scaffolding; meanwhile, I think there is a huge underserved opportunity in multi-user AI chatbots. OpenAI is acquiring io, Jony Ive’s ...

Om Malik has been observing, writing about, and investing in technology for going on three decades; that’s one reason I find his unabashed enthusiasm for the Apple Vision Pro to be notable. Malik ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

Six years ago tomorrow, in The Reality of Missing Out, I wrote that the digital advertising market was settled, and Google and Facebook won: I have been arguing for a while that in the aggregate the ...

Alright guys, so I finally tried Apple’s Vision Pro. And you know, I have to say that before this, I expected that Quest would be the better value for most people since it’s really good and it’s like ...