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Reading / 2026-04/2026-04-24t162154-he-came-he-saw-he-cooked

He Came, He Saw, He Cooked

Stratechery's weekly roundup covering Tim Cook's resignation as Apple CEO, the SpaceX-Cursor acquisition deal, Cold War 2.0 developments with China, and AI compute strategy.

Apr 24, 2026 · tech · Ben Thompson, Stratechery

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Topics

  • platform-strategy
  • enterprise-software
  • ai-infrastructure

Cited by

  • AI infrastructure

    The systems, abstractions, and operational layers that make AI models usable at scale, from compute and caching to routing, governance, agent hosting, and credential management.

  • Enterprise software

    Enterprise software sits at the intersection of organizational process, vendor ecosystems, and institutional trust, with recent sources highlighting governance pressures from AI adoption, supply chain risk, onboarding dysfunction, and the fragility of human-scale loyalty.

  • Platform strategy

    Platform strategy governs how products, companies, and infrastructure define their foundational layer, control access to it, and build durable advantage — a question that runs from cloud architecture to AI tooling to startup positioning.

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