Growth, revenue and go-to-market
Four months ago GitLab looked like the clearest AI casualty in public B2B: The stock was in the high teens. In May the company announced it would cut roughly 14% of its workforce, about 350 people, exit 22 countries, shrink its geographic footprint about 37%…
DSLs will be in every store and Sam’s Club by year’s end, but John Furner says AI will never tweak prices based on each shopper’s personal data, including income and purchase history.
This week delivered a bountiful supply of big startup funding rounds, led by two $400 million financings for cybersecurity unicorns and large financings for startups across hot sectors, including foundational AI, drug discovery, neurotech, and even rainmaking.
Stripe processes payments for most of the fastest-growing AI companies in the world, so it sees their actual revenue data. At her SaaStr AI session, Maia Josebachvili, Chief Revenue Officer of AI at Stripe, walked through what Stripe is seeing across its AI…
Peter Harrell says that the key dynamic is not which country has the upper hand, but that both China and the United States have meaningful leverage: the U.S. through tariffs, export controls, semiconductors, the dollar and AI technology, and China through…
‘No one thinks self-regulation is enough,’ Gates said.
The best Stratechery content from the week of September 21, 2026, including Meta vs. Amazon, GM bending the knee to CarPlay, and profiling the profiler.
Anthropic has committed $11.6 billion over seven years to Akamai's cloud infrastructure, a bet on CPUs that could grow to about $20 billion, and in an unusual arrangement, Akamai is giving Anthropic a potential stake of up to 5% of its stock that grows as…
The funding, which comes from Third Point, Nvidia, and others, will fuel the company's massive AI data center buildout.
So far this year, companies in the gaming space have raised around $2 billion in seed- through growth-stage funding. That's already ahead of the 2025 full-year total, driven in large part by big rounds for companies at the intersection of AI and gaming.