04 Jun 2026
AI backlash has come for Elon Musk's massive Terafab chip factory in Texas
Grimes County residents crowd a public meeting to discuss SpaceX's proposed Terafab chipmaking factory. Courtesy/Marie Egyed It's not just data centers . Residents in a small Texas county are also now protesting SpaceX's proposed Terafab semiconductor facility in another sign of growing backlash against AI across the country.
04 Jun 2026
ChatGPT's Memory Is Getting Better, Especially If You're On The Free Tier
OpenAI has significantly improved the chatbot's "dreaming" architecture. OpenAI is rolling out some significant enhancements to ChatGPT's memory feature, particularly if you've been using the chatbot through a free account.
04 Jun 2026
SpaceX and Anthropic are about to go public—and your 401(k) may be forced to buy in
Two of the most valuable companies in history are about to go public, and because of their sheer size, they may fundamentally alter what sits inside millions of Americans’ retirement accounts.
04 Jun 2026
Windows is back on the Microsoft menu
I can’t remember the last time Microsoft kicked off a Build keynote with Windows front and center, but that’s exactly what CEO Satya Nadella did this week.
04 Jun 2026
Anthropic Just Gave Investors One More Reason To Avoid the SpaceX IPO
2026 is shaping up to be the biggest year for IPOs in stock market history. SpaceX is lined up to go public as soon as next week, targeting June 12 as its debut date. Anthropic just filed confidentially to go public, meaning that it could hit the markets in just a couple of months, and OpenAI is targeting an IPO by the end of the year. SpaceX is the only one of the three to have revealed its…
04 Jun 2026
What’s fueling AI companies’ IPO rush
Welcome to the era of the big three. We’re not talking rappers here — although according to Kendrick Lamar, it’s “ just big me ” — we’re talking AI companies: Anthropic, SpaceX, and OpenAI. These three leading artificial intelligence companies are all expected to go public this year.
04 Jun 2026
An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
Listen to this post: Good morning, This week’s Stratechery Interview is with Microsoft CEO Satya Nadella . I have previously interviewed Nadella in May 2024 , October 2022 , April 2020 , and May 2019 . As I noted yesterday , I spoke to Nadella shortly after the conclusion of his keynote at Build , Microsoft’s annual developer conference .
04 Jun 2026
Breaking convention, SpaceX sets IPO price before roadshow
Good morning. I had the privilege of moderating a space dinner last night in metropolitan Los Angeles. Alas, not a dinner in space—someday!—but a meal and discussion featuring an all-star group of aerospace and defense executives. Turns out it’s a big and fast-growing business in La La Land, fueled by commercial ambition, national security, and (naturally) copious venture capital. For your…
04 Jun 2026
OpenAI fixed a visibility problem; the governance problem remains.
AI governance is an ongoing game of catch-up for enterprises. Model updates and iterations are rolling out at a rapid clip, often making governance frameworks obsolete before they’re battle-tested. To evolve beyond this paradigm, OpenAI is introducing Active sessions. This new ChatGPT security feature allows users to review and log out of one or more sessions through a simple interface. The…
