software strategy
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Articles from 4 followed author(s) of this list.
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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.
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Fragments: August 18
Part of the reason why I’m at Thoughtworks is because I’d like to see a software development organization founded on technical excellence as an example for the rest of the industry. The trouble
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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.
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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.
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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.
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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.
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TDD inside the agent loop - theater or actual value?
[](https://martinfowler.com/articles/exploring-gen-ai/tdd-in-the-agent-loop.html) My colleagues at Thoughtworks tend to be big
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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.
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A Fresh Definition of The Product Role
I’m just guessing here, but I’d say over the years I’ve seen at least one hundred different definitions of the product role (i.e. product manager/product owner). I’m pretty sure that anyone
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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.
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The "X is Dead" Fallacy
The Weekend Windup #41 - Cool reads, events, links, and more
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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.
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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.
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Fragments: August 4
There’s been a fair bit of publicity of the [Open AI “rogue agent” that hacked into Hugging
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Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff
Microsoft's earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.
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Meta Earnings, Meta’s Timing Problems, The Financial Tail
Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.
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The Post-Literate Engineer
The Weekend Windup #40 - Cool reads, events, links, and more
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The Conductor Developer
**TL;DR** *Why I think software development is starting to feel a little more like conducting an orchestra.*  There’s a shift happening
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The Economic Benefit of Refactoring
[](https://martinfowler.com/articles/exploring-gen-ai/refactoring-economic-benefit.html) **Giles Edwards-Alexander** does an
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The Orchestrator's Tax
Subagents get justified by time saved and parallel execution, but **Rahul Garg** explains that's not what matters most. Every token in the orchestrator's context is competing for its attention, and
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Why I’m Writing Rachel’s Ramblings
**TL;DR** *I have ideas. I haven’t been writing them. That’s about to change. I promise… myself.*  I’ve been thinking a lot about
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The Data Engineering Lifecycle and Undercurrents, 4 Years Later
And what I'd change today in Fundamentals of Data Engineering
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2026.30: The Copium Wars
The best Stratechery content from the week of July 20, 2026 including Chinese models and frontier futures, what happened to Hugging Face, and the NBA and its second apron bet.
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The AI Productivity Paradox
We’ve been writing a lot lately about product teams that are clearly leveraging AI to deliver faster, yet their outcomes are not improving. Today, this phenomenon, known as the “AI Productivity
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OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.
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