The best Stratechery content from the week of December 1, 2025, including what the Times missed in its David Sacks story, Atlassian’s history and near future, and Code Red at OpenAI.

Anthropic’s Opus 4.5 appears to be a big breakthrough that slots into Anthropic’s enterprise strategy, while ChatGPT gets new ...

Nvidia earnings are the wrong place to look for evidence of an AI bubble; the company’s margins should be safe if power is ...

A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release, is that it is a nearly perfect representation of the hero’s journey. You ...

AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one. With Stratechery Plus you get ...

OpenAI is declaring code red and doubling down on ChatGPT, highlighting the company’s bear case. Then, AWS makes it easier to run AI workloads on other clouds. Subscribe to Stratechery Plus for full ...

AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one. OpenAI is declaring code red ...

AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one. OpenAI is declaring code red ...

Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for work. It’s a reasonable bet, but I’m skeptical that browsers are the future.

AWS re:Invent sought to present AI solutions in the spirit of AWS’ original impact on startups; the real targets may be the startups from that era, not the current one. ChatGPT is getting group chats, ...

It happened to be Wednesday night when my daughter, in the midst of preparing for “The Trial of Napoleon” for her European history class, asked for help in her role as Thomas Hobbes, witness for the ...