Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new content marketplace for AI.

OpenAI is acquiring io, Jony Ive’s hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response.

Anthropic is focused on the agent opportunity, which requires scaffolding; meanwhile, I think there is a huge underserved opportunity in multi-user AI chatbots. Subscribe to Stratechery Plus for full ...

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.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

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.

Anthropic is focused on the agent opportunity, which requires scaffolding; meanwhile, I think there is a huge underserved opportunity in multi-user AI chatbots. OpenAI is acquiring io, Jony Ive’s ...

OpenAI is acquiring io, Jony Ive’s hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response.

OpenAI is acquiring io, Jony Ive’s hardware company. Is the company actually focused on displacing Apple? Apple needs to spend big in response.