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(Photo by Ronald Cortes\/Getty Images)<\/p>\n(Photo by Ronald Cortes\/Getty Images)<\/p>\n
Welcome back to This Week in Stratechery!<\/p>\n
As a reminder, each week, every Friday, we\u2019re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don\u2019t want to receive This Week in Stratechery emails (there is no podcast), please uncheck the box in your delivery settings<\/a>.<\/p>\n On that note, here were a few of our favorites this week.<\/p>\n Anthropic Again. Well, Fable was fun well it lasted: last Friday the Trump administration slapped export controls on the model, limiting access to U.S. citizens, leaving Anthropic no choice in the short term but to make the model unavailable. We still don\u2019t entirely know what happened, although Occam\u2019s Razor suggests that people still don\u2019t really understand how AI works<\/a>. Ultimately, however, the power and problem of Anthropic is the same: the company\u2019s safety superpower<\/a> is that every action it takes looks, from the outside, to be self-serving, even as the company becomes ever more convinced its motivations are pure. \u2014 Ben Thompson<\/p>\n E-Commerce in the Age of AI. The semi-regular\u00a0e-commerce summits between Ben and Michael Morton are generally an auto-rec for me, and this week\u2019s Stratechery Interview was no exception<\/a>. Morton covers the sector for Moffett Nathanson, and the conventional wisdom about the future of that space in the AI era seems to shift every six months. This week, Morton and Ben talked Shopify and its durability, OpenAI getting its butt kicked with the ChatGPT checkout experiment, milkmen in the 1960s, and a bit of Uber and Waymo at the end. Come for an information dense update on a variety of fronts, and stay for a good vibe throughout.\u2014 AS<\/p>\n The Finals Were a Perfect 10.\u00a0The Knicks are NBA Champions for the first time in 53 years, the NBA just had its highest-ratings for an NBA Finals in 28 years, and from start to finish, the show was fantastic for casual and hardcore fans alike. We had a great time reliving all of it on this week\u2019s Greatest of All Talk<\/a>, and on Sharp Text this week<\/a>, I wrote about Wemby alienating fans on and off the court, an accounting of everything I got wrong about this Knicks team, and a refreshing reminder that as maddening as pro basketball can be, certain NBA formulas will work until the end of time.\u00a0\u2014 AS<\/p>\n Stratechery Articles and Updates<\/p>\n Anthropic\u2019s Safety Superpower<\/a> \u2014 Anthropic\u2019s belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.<\/p>\n Fox Buys Roku, The Problem With Fox\u2019s Smart Strategy, Streaming That Works<\/a> \u2014 The market hates Fox\u2019s acquisition of Roku, but the company is trading extraction from rights holders for leverage as a renter.<\/p>\n The State of Fable, The Jailbreak Problem, SpaceX Acquires Cursor<\/a> \u2014 The administration is very likely wrong about Fable, but that is ultimately Anthropic\u2019s responsibility.<\/p>\n An Interview with Michael Morton About E-Commerce in the Age of AI<\/a> \u2014 An interview with Michael Morton about e-commerce and AI, including the challenges of unfalsifiable bear cases, distribution versus referal models, grocery, and autonomous vehicles.<\/p>\n Sharp Text by Andrew Sharp<\/p>\n