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.
This Week in Stratechery highlighted several notable earnings reports, including Meta, Microsoft, Amazon, and Google. The earnings of these tech giants sparked varied reactions from Wall Street investors, with Meta's presentation of AI product promises eliciting concerns, while Microsoft's earnings showcased a clear strategy and tangible application.
Google's financial performance appeared to validate their approach towards Anthropic and Amazon's capex justifications. Additionally, news of LeBron James joining the Philadelphia 76ers was covered extensively, discussing the challenges and potential upside of this high-profile move. The week's Stratechery video also featured an exploration of the controversies surrounding Chinese AI models.
Written by urgent.news from Stratechery's reporting — not their text. Machine-written; read the original for the full account.
