The best Stratechery content from the week of May 26, 2025, including a human-agent epiphany, the danger of choosing to ...

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

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.

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 ...

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. OpenAI is acquiring io, Jony Ive’s ...

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 ...

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 ...

Today Stratechery is launching a new product: the Daily Update Podcast. What is the Daily Update Podcast? The Daily Update Podcast is the audio version of the Daily Update. The Daily Update consists ...

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 ...