Merge All My Newsletters into One Content Archive
115 posts · Page 1 of 2
- Your newsletter digest — May 28, 2026
- Your newsletter digest — May 29, 2026
- Your newsletter digest — May 30, 2026
- Your newsletter digest — June 3, 2026
- Your newsletter digest — June 4, 2026
- Your newsletter digest — June 5, 2026
- Your newsletter digest — June 6, 2026
- Your newsletter digest — June 9, 2026
- Your newsletter digest — June 10, 2026
- Your newsletter digest — June 10, 2026 (evening)
- Your newsletter digest — June 11, 2026
- Your newsletter digest — June 12, 2026
- Your newsletter digest — June 13, 2026
- Your newsletter digest — June 14, 2026
- Your newsletter digest — June 16, 2026
- Stratechery reads Fox-Roku as a platform leverage bet
- Your newsletter digest — June 18, 2026
- Your newsletter digest — June 20, 2026
- Stratechery-only newsletter digest — June 23, 2026
- Your newsletter digest — June 24, 2026
- Stratechery-only newsletter digest — June 25, 2026
- Stratechery-only newsletter digest — June 26, 2026
- Weekend newsletter catch-up — June 29, 2026
- Newsletter digest — summer-break status, June 30, 2026
- Lenny-only newsletter digest — July 1, 2026
- Lenny-only newsletter digest — July 6, 2026
- Newsletter digest — July 8, 2026
- Stratechery-only digest — July 9, 2026
- Stratechery-only AI data catch-up, July 11, 2026
- Stratechery-only Apple/OpenAI digest, July 14, 2026
- Newsletter digest — July 15, 2026: Codex becomes the new ChatGPT
- Stratechery-only Digest: July 16, 2026, IBM's Mainframe Moat and AI Problems
- Newsletter digest — July 18, 2026: Stratechery’s mainframes and main characters
- Newsletter digest — July 21, 2026: Why open-weight AI is an inference-cost story
- Newsletter digest - July 22, 2026: Netflix's mature plateau and the value of time off
- Newsletter digest - July 23, 2026: When an AI evaluation became a real breach
- Newsletter digest - July 26, 2026: Open models, cyber defense, and the weekend roundup
- Newsletter digest — July 28, 2026: Stratechery pauses for vacation
- Newsletter digest — July 29, 2026: Lenny adds 11 Product Pass tools
- Newsletter digest — August 4, 2026: Meta's earnings were soft; its AI roadmap is harder to read
- Newsletter digest — August 5, 2026: Microsoft's efficiency story and the case for career emergence
- Newsletter digest — August 6, 2026: Google's earnings, the frontier case, and Amazon's capex
- Newsletter digest — August 8, 2026: Stratechery's earnings lens and no new Lenny item
- Newsletter digest — August 11, 2026: Apple's chip ceiling, Amazon's earnings, and no new Lenny post
- Newsletter digest — August 12, 2026: Nvidia's AI financing bet and the founder stories that earn attention
- Newsletter digest — August 13, 2026: Anthropic's watermarking debate, with no new Lenny item
- Newsletter digest — August 15, 2026: AI infrastructure meets the capital constraint
- Newsletter digest — August 18, 2026: Stripe's OpenRouter bet points to AI aggregation
- Newsletter digest — August 19, 2026: Nvidia backs an OpenAI data center; Lenny curates the job hunt
- Newsletter digest — August 20, 2026: Apple's App Store fees meet regulatory reality
- Newsletter digest — August 22, 2026: Stratechery's Friday roundup puts app-store concessions beside AI aggregation
- AI agents, defensive loops, and the startup advantage
- Netflix may sell other streamers; Maxwell maps the next career move
- Apple Mini, OpenAI Jalapeño: two hardware moves, one Nvidia squeeze
- AI agents, HDMI1, data centers: Stratechery’s three signals for the week of August 24
- Meta settles, content regulation, and the rest of Big Tech
- Nvidia's anti-consolidation bet and the process for better AI design
- Fable 5.1 drops data retention; Grok Bot takes over Claire Vo's agent stack
- GPT-6 Astra enters the interface: two September 4 reads
- Friction, feedback, and three signals from Stratechery’s week
- Writing things down, and what AI still leaves to people
- Meta Muse, frontier math, and how Grok Bot shipped in seven weeks
- The iPhone Duo, ambient audio hubs, and why companies run on loops
- The iPhone Duo, accessible personal agents, and building Stripe's AI brain
- Pacing the AI frontier, ads in ChatGPT, and 64 growth tactics
- Salesforce abandons the UI moat, and a hands-on verdict on Meta's Muse
- Joanna Stern on the iPhone Duo and AI for normal people
- Stratechery's week: AI doom debates, a China pacing deal, and the Salesforce zag
- Lenny's subscriber-only community roundup: first users, interview debriefs, and early-career bets
- Snap and Discord's ex-product chief: why the median PM is bad, and three oxymorons of a great one
- Stratechery's five frontier overhangs; Warp's factory that ships 2,000 pull requests a month
- Amazon blocks Muse; Opus 5.5 meets GPT-6 Sol; the eval step most teams skip
- Meta needs Walmart to wait out Amazon; Expedia's middle layer; where is Google?
- Zuckerberg, profiled: how bad news reaches the top, and the wager under Meta's AI spending
- Stratechery's week: Meta vs. Amazon, and GM's CarPlay about-face
- Lenny's community roundup, edition 300: AI doomerism, discovery in a big org, and where analytics adds the most value
- Lenny's podcast with Molly Graham: which Legos to give away now, which to keep, and the 55% burnout number
- Stratechery: the agent as the ultimate aggregator; Lenny's: Jev, a model that only decides
- Stratechery: Meta aims its agent at the wrong customers; Lenny's: 11 summit talks go free
- Stratechery: the direction behind OpenAI's confusing Dev Day; Lenny's: the releases that matter, and Jev's 8 real use cases
- Stratechery: Amazon vs. Meta, with the author of the Amazon–Walmart book
- Stratechery's week: Meta's focus, OpenAI's question marks, and Xi in Washington
- Lenny's community roundup, edition 301: personal AI agents without the inbox handover, the ego threat of going from IC to manager, and perks worth negotiating for
- Lenny's: OpenAI's head of ChatGPT on Dots, an internet where agents act, and which skills are rising
- Stratechery: a hacked Mac and Apple's rules for agents; Lenny's: how OpenAI builds on ChatGPT Sites
- Stratechery: AI took the games apart, and the risk is the games that come next
- Stratechery: Apple's home arrives in LG boxes, and the agent standard launches without Amazon
- Stratechery: Facebook's former elections chief on her decade running politics at the company
- Stratechery's week: Apple's two paths, and Europe's China kill switch
- Lenny's community roundup: ML recommendation systems, getting back into product after being fired, and when to quit a side project
- Google Labs' Josh Woodward on running a company like a lab team, and when to kill an idea
- Meta's Alex Cornell on designing Muse, the agent people actually want to talk to
- SpaceX buys more spectrum, and how to tell whether a startup has a real moat
- Apple's HomeView at $299, and a benchmark of Meta's Muse Wonder
- Ari Emanuel on AI, live events, and where the ad money goes
- Stratechery's week: the HomeView argument, SpaceX's cellular ambition, and the NBA's return
- Lenny's community roundup 302: PRDs for agents, software moats, and options when you leave
- Anthropic's Emmanuel Ameisen on silent plans, world models, and why 99% correct changed his job
- Apple's home bet comes down to trusting Siri; a TikTok edit comes down to a text file
- To run Meta's newest open model at home, you need two Mac Studios
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