Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery. A twice-weekly podcast from John Gruber and myself: 15 minutes an ...
Meta’s earnings come in the context of Zuckerberg delivering on his promise; if investors believe in Muse they must support Meta’s spending on compute. Subscribe to Stratechery Plus for full access.
Anthropic’s IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.
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