OpenAI and Nvidia are both under threat from Google; I like OpenAI’s chances best, but they need an advertising model to beat ...
Nvidia earnings are the wrong place to look for evidence of an AI bubble; the company’s margins should be safe if power is ...
Anthropic’s Opus 4.5 appears to be a big breakthrough that slots into Anthropic’s enterprise strategy, while ChatGPT gets new ...
The best Stratechery content from the week of November 17, 2025, including the arrival of Gemini, the most takeable companies ...
Gemini 3 is out, and looks to be state of the art. What does that mean for everyone else in the AI space, and what markets ...
An interview with Eric Seufert about the right advertising model for AI, the right AI for Meta, and why personalized advertising is good for society. Subscribe to Stratechery Plus for full access.
ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms. Subscribe to ...
ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms. An interview with Unity ...
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