Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.
The MacBook Neo was built to be cheap; that it is still good is not only a testament to Apple Silicon, but also the fact that the most important software runs in the cloud.
The best Stratechery content from the week of March 2, 2026, including Anthropic and the military, U.S. history and our political present, and Apple going downmarket.
An interview with Gregory Allen about Anthropic’s dispute with the U.S. government.
Anthropic’s enterprise business is reaching escape velocity, which increases the importance of finding a compromise with the government. Then, agents dramatically increase demand for Nvidia chips, ...
Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros.?
Anthropic is in a standoff with the Department of War; while the company’s concerns are legitimate, it position is intolerable and misaligned with reality.
The best Stratechery content from the week of March 2, 2026, including Anthropic and the military, U.S. history and our political present, and Apple going downmarket.
An interview with long-time (retired) VC Bill Gurley about his new book about building a career you love, Uber, and the modern state of VC. With Stratechery Plus you get access to the subscriber-only ...
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