Stratechery: Anthropic walks back data retention policy, Nvidia earnings, Meta settles
Stratechery · rss · 2026-09-05
Ben Thompson's weekly Stratechery roundup:
- Anthropic's Fable 5.1 terms pivot: the biggest news was Anthropic entirely removing its widely hated data retention policy, driven by the need to make money under OpenAI competition; includes an interview with OpenAI President Greg Brockman on Astra and alignment.
- Apple immersive broadcast: Friday Night Baseball on Vision Pro lands the immersive live-events vision.
- Meta's settlement with 29 states: sweeping teen restrictions, with Sharp Tech exploring libertarian vs. conservative regulatory tensions.
- Nvidia earnings: "remarkable and boring" — everything centers on avoiding a consolidated world; plus a segment on Nvidia buying Hugging Face.
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