2026.34: App Snore
The best Stratechery content from the week of August 17, 2026, including Apple making compromises in the EU, Truth (Social) and reconciliation, and August fun with the Clippers and Lakers.
2026/8/22
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Stratechery by Ben Thompson
Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany
Apple's App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it's ok it's late.
2026/8/19
阅读更多Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue continues to amaze; and maybe data finally is oil.
2026/8/18
阅读更多Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model
Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market of models and the chance at Aggregation.
2026/8/17
阅读更多2026.33: The CapEx Train Keeps Rolling
The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.
2026/8/15
阅读更多Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
Anthropic is adding watermarking in response to the E.U.'s AI law. It's a terrible idea, first and foremost for philosophical reasons.
2026/8/12
阅读更多Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.
2026/8/11
阅读更多Apple Earnings, More on Amazon’s Earnings
Apple's earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon's earnings and Andy Jassy's market analysis.
2026/8/10
阅读更多2026.32: Earnings and Learnings
The best Stratechery content from the week of August 3, 2026, including earnings exposure, OpenAI's answer to Apple, and all about LeBron in Philly.
2026/8/8
阅读更多Google Earnings, The Frontier Case, Amazon Earnings
Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.
2026/8/5
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