Welcome back to This Week in Stratechery!
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On that note, here were a few of our favorites this week.
A Conversation with Joanna Stern. How does one write a book about a tech story that seems to change every other week? Joanna Stern accepted that challenge, and explained how it went in this week’s Stratechery Interview. The resulting conversation is a delightful glimpse into the process for one of the most creative tech writers alive and the making of a book that Ben loved. Stern’s shares her thoughts on using an LLM to make a career change, as well as how AI is changing medicine (and mammograms), and limits of LLMs that are still very real. To the latter point, if you’d like to learn more about how ChatGPT misdiagnosed a preying mantis pregnancy, start with this week’s interview, and then you can buy the book here. — AS
What’s Next for the Celtics? Like many others across the media, I picked the Boston Celtics to make the NBA Finals in June. Alas, they barely made it out of April and were eliminated in the first round to Joel Embiid and the 76ers. The GOAT podcast recapped that disaster first on Monday with a salute to the Sixers (now bittersweet after two losses to the Knicks), and on Thursday’s episode, a longer look at the mess in Boston and a variety of thorny choices from here. Get caught up on all of that and the rest of Playoffs, and if you need an additional hoops fix, this week’s Sharp Text is a salute to the maddening charms of the Minnesota Timberwolves. — AS
Stratechery Articles and Updates
Google Earnings, Meta Earnings — Wall Street loved Google’s earnings, and hated Meta’s, even though the latter’s core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all Anthropic).
Amazon’s Durability — Amazon looked behind in AI in the training era, but is well place in the inference era, thanks to its continued investment in the long-term.
Microsoft Earnings, Apple Earnings — Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.
An Interview with Joanna Stern About Living With AI — An interview with Joanna Stern about her new book about living with AI, and starting her own media company.
Sharp Text by Andrew Sharp
Dithering with Ben Thompson and Daring Fireball’s John Gruber
Asianometry with Jon Yu
Greatest of All Talk with Andrew Sharp and Ben Golliver
This week’s Sharp Tech video is on Messaging AI in 2026.