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Vol. 2026 · No. 236
Refreshed 7:11 am PT
Mon · Aug 24 · 2026

The stack

4 picks · curated
02
Stratechery txt 4h · paywalled

Autonomy and Innovation

Ben Thompson argues that in agentic cybersecurity the incentives favor offense over defense, and that the same asymmetry is what will hold incumbents back and give startups room to run.

03
Simon Willison txt 18h · commentary

Anthropic's best model struggles to attract users as cheaper tools thrive

Simon Willison pulls the numbers out of an FT report: Anthropic's annualized revenue reached roughly $65 billion in July, up from $47 billion in May, with the company expecting a profitable Q3 — even as the story frames its top model as losing ground to cheaper competitors.