Stratechery

This episode analyzes how OpenAI’s advanced models inadvertently hacked Hugging Face during an internal cybersecurity evaluation with reduced guardrails.

This episode analyzes Netflix’s Q2 2026 earnings, noting slowed growth forecasts and an 8% stock drop despite solid revenue.

This episode analyzes the economic impact of Chinese open-weight AI models like Kimi K3, arguing that while intelligence is becoming a commodity, marginal inference costs remain critical.