4-6-2026 ($) • OpenAI Buys TBPN
• Tech and the Token Tsunami https://stratechery.com/2026/openai-buys-tbpn-tech-and-the-token-tsunami/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-04-06 10:00 UTC
Global AI News Aggregator
By
–
4-6-2026 ($) • OpenAI Buys TBPN
• Tech and the Token Tsunami https://stratechery.com/2026/openai-buys-tbpn-tech-and-the-token-tsunami/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-04-06 10:00 UTC
By
–
Apple's 50 Years of Integration Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes. stratechery.com/2026/apples-…
→ View original post on X — @benthompson, 2026-03-31 10:00 UTC
By
–
2026.12: Please Listen to My Podcast The best Stratechery content from the week of March 16, 2026, including everything not written, what Jensen Huang has in common with Steve Jobs, and Trump's delayed trip to Beijing. stratechery.com/2026/please-…
→ View original post on X — @benthompson, 2026-03-20 17:00 UTC
By
–
3-18-2026 ($) •Jensen Huang and Andy Grove •Groq LPUs and Vera CPUs •Hotel California stratechery.com/2026/jensen-…
→ View original post on X — @benthompson, 2026-03-18 10:00 UTC
By
–
3-17-2026 An Interview with Nvidia CEO Jensen Huang About Accelerated Computing https://stratechery.com/2026/an-interview-with-nvidia-ceo-jensen-huang-about-accelerated-computing/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-17 10:00 UTC
By
–
Agents Over Bubbles Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble. https://stratechery.com/2026/agents-over-bubbles/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-16 10:01 UTC
By
–
3-10-2026 ($) •Copilot Cowork •Anthropic's Integration •Microsoft's New Bundle stratechery.com/2026/copilot… [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-10 10:11 UTC
By
–
3-5-2026 ($) An Interview with Gregory Allen About Anthropic and the U.S. Government https://stratechery.com/2026/an-interview-with-gregory-allen-about-anthropic-and-the-u-s-government/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-05 11:00 UTC
By
–
3-4-2026 ($) •Anthropic's Skyrocketing Revenue
•A Contract Compromise?
•Nvidia Earnings https://stratechery.com/2026/anthropics-skyrocketing-revenue-a-contract-compromise-nvidia-earnings/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-04 11:00 UTC
By
–
Anthropic and Alignment Anthropic is in a standoff with the Department of War; while the company's concerns are legitimate, its position is intolerable and misaligned with reality. https://stratechery.com/2026/anthropic-and-alignment/ [Translated from EN to English]
→ View original post on X — @benthompson, 2026-03-02 11:00 UTC