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 .
03 Jun 2026
The Nvidia AI PC, Project Solara, Microsoft AI
Listen to this post: Good morning, I don’t normally give away my interview subjects ahead of time, but I’m going to make an exception this week given the subject and the below Update. I am writing this in San Francisco where I interviewed Microsoft CEO Satya Nadella after his Build developer conference keynote ; normally I would want to publish that immediately so that you have the full context…
27 May 2026
The SpaceX IPO and Data Centers in Space
Listen to this post : It’s hardly the biggest problem in the world — or perhaps the height of privilege to consider it a problem at all — but one of the most annoying consumer experiences is booking an Uber Black and realizing you got assigned a Tesla Model Y (Uber finally stopped allowing new Model Y’s onto Black last year ).
23 Apr 2026
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment. Agents Thomas Kurian, welcome back to Stratechery. The framing this year is that as AI models have become more sophisticated, we see customers evolving the use of AI models from being used to answer questions in a chatbot-like fashion, to actually automating tasks on their behalf, and to automate process flows within the…
