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

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

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

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 ...

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.

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 ...

Back in 2010, Kyle Conroy wrote a blogpost entitled, What if I had bought Apple stock instead?: Currently, Apple’s stock is at an all time high. A share today is worth over 40 times its value seven ...

The truth is that, from a philosophical perspective, both Epic and Apple make valid points. Epic CEO Tim Sweeney wrote in an email to Apple announcing that Epic was offering its own payment processor ...

In July 2014 Taylor Swift wrote an editorial in the Wall Street Journal entitled, For Taylor Swift, the Future of Music Is a Love Story: There are many (many) people who predict the downfall of music ...