Friday · the series
Strategy in Plain Sight.
One AI company a week. One decision unpacked from public sources, in thirty minutes.
Why this series exists
Stratechery-shaped, but at small scale. Public sources only. No leaks, no insiders. One decision per week (pricing, GTM, hiring, M&A). Where I might be wrong is part of the post, not the comments.
Issues
No issues yet. The first one ships Friday.