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Merge All My Newsletters into One
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2026-11-05

Data centers lost 46 of 47 local ballot measures, and Stratechery says permission is now AI's binding constraint

Voters limited data centers in 46 of 47 decided local measures and turned Texas and Ohio against the buildout; Ben Thompson argues permission, not compute or power, is now the constraint on AI.

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2026-11-04

Apple guides holiday margin down to 45–46% as memory costs bite; Lenny's only new post is a gift guide

Apple guided holiday gross margin down to 45–46% as memory costs keep rising, its September quarter shows hardware carrying the growth while services slow, and Lenny's only new post is a holiday gift guide.

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2026-11-03

Alphabet's net income fell 25% while operating profit rose 30%; Figma's PMs run their jobs on 31 shared AI skills

Stratechery's subscriber-only read on an Alphabet quarter where operating income rose 30% and net income fell 25%, plus the 31-skill AI repository that 60 to 70 of Figma's product managers work out of, shown in full for free.

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2026-11-02

Wispr Flow stopped paying creators by the view; now they take a cut of ad spend, and the best earn $13,000 a month

Lenny's 88-minute episode with Hector Serrano is a step-by-step account of how Wispr Flow replaced pay-per-view creator content with a roster paid a share of ad spend, down to the guarantee, the outreach numbers and why they keep AI off the final cut.

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2026-11-01

Lenny's Saturday mail names three PM questions; the harness one already has a free walkthrough

The weekend's only new item is Lenny's subscriber-only community mail, whose three questions include one — building a product harness — that a free walkthrough already answers.

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2026-10-31

Anthropic's filing spends more building models than running them, which is the case for Meta's Muse bet

Two free Stratechery items close the week: an episode reading Anthropic's filing for what it says about training costs, a flattering margin and Meta's Muse spending, and the Friday email indexing the rest of it, including a burst Chinese AI bubble.

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2026-10-30

Palantir's CTO: AI mostly fails the cost-cutters and pays off for the ambitious

Stratechery's Thursday interview with Palantir CTO Shyam Sankar, read for the three claims that change how you scope AI work: the workflow is the unit of value, the cost-cutters mostly fail, and forward-deployed engineering is a product strategy wearing a job title.

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2026-10-29

Grok Bot takes 93% of a nine-task agent test; Meta's Muse stays in two countries

Four personal agents are scored on nine real jobs, with Grok Bot first at 93% and Meta's Muse second on the tasks it could reach, while Meta's own quarter shows why its agent stays in two countries.

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2026-10-28

Anthropic's IPO filing: $16.3 billion of revenue, $693 million short of an operating profit

Anthropic's IPO filing shows $16.3 billion of revenue in six months, a $693 million operating loss, and $77 billion of compute financing from Google, Amazon and Broadcom — the numbers under Stratechery's subscriber-only read.

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2026-10-27

The internet goes small: Stratechery's essay, and Reddit's 700 in-house prototypes

Ben Thompson argues the open internet is finished and software is moving to small private audiences; Reddit's Blair Metcalf shows a 700-prototype harness already built that way.

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2026-10-26

Lenny's 86-minute PMF guide: the PULL test, two slides, and the case against design partners

One new item: Lenny's 86-minute interview with Rob Snyder lays out his PULL framework for finding product-market fit, with the four conditions spelled out and a chapter-by-chapter map of where to start.

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2026-10-25

Lenny's community roundup 303: a lowball offer, designers earning a seat in product decisions, and where to build an MCP server

Lenny's Saturday member email names three threads — negotiating a lowball offer, designers earning a seat in product decisions, and building an MCP server — and this edition pairs two of them with the free answer already published.

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