The Google Capital Company
Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
stratechery.com/2026/the-googl…
2026.22: Luceing Their Mind
The best Stratechery content from the week of May 25, 2026, including why everyone hates Luce, how to monetize AI answers, and social mobility in China.
stratechery.com/2026/luceing-t…
The SpaceX IPO and Data Centers in Space
There isn't a financial model that justifies the SpaceX IPO, but data centers in space are plausible, and that might be enough.
stratechery.com/2026/the-space…
2026.21: The Data Center Veto
The best Stratechery content from the week of May 18, 2026, including data center discontent, agent economics, and slime mold.
stratechery.com/2026/the-data-…
2026.20: Shifting Alliances in a Changing World
The best Stratechery content from the week of May 11, 2026, including a new kind of computing, Elon Musk, and 360 degrees of US-China relations.
stratechery.com/2026/shifting-…
The Inference Shift
Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans aren't involved.
stratechery.com/2026/the-infer…
2026.19: Earning & Spending
The best Stratechery content from the week of May 4, 2026, including what we learned from Big Tech's first quarter, a conversation with Joanna Stern, and asking what's next for the Boston Celtics.
stratechery.com/2026/earning-s…
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.
stratechery.com/2026/amazons-d…
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