Stratechery
- TYPE
- Company
- SIGNALS
- 4
- FIRST SEEN
- Sep 28, 2026
- LAST SEEN
- Nov 4, 2026
Recent signals
- Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive (Ben Thompson/Stratechery) Nov 4, 2026
- Q&A with Palantir CTO Shyam Sankar on diffusing intelligence, safety, AI lessons, forward-deployed engineering, Anthropic vs. the US, AI religion, and more (Ben Thompson/Stratechery) Oct 29, 2026
- The public internet model is dying from too much content, algorithmic aggregators, and vulnerabilities found with AI, and that may bring new possibilities (Ben Thompson/Stratechery) Oct 26, 2026
- AI agents are the ultimate aggregators; they reveal apps as a means, not an end, and offering them is tech's ultimate prize, with Meta and Microsoft well-poised (Ben Thompson/Stratechery) Sep 28, 2026