An interview with MoffettNathanson’s Robert Fishman about the current state of Hollywood, including Netflix, Paramount, YouTube, Disney, and Amazon.
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.
Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it’s good enough that Microsoft is making a new bundle on top of it.
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.
An interview with Gregory Allen about Anthropic’s dispute with the U.S. government.
Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros.?
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.
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.
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