Winners, Losers, and the Unknown (This Week in Stratechery)

• Source: Stratechery (Ben Thompson)
• Date: 2026-03-13
• Type: weekly-digest
• RDCO Relevance: Low

Weekly roundup covering the week of March 9, 2026. Key themes: integration and AI value chains (Copilot Cowork proving model makers hold the integration point), the NBA Team Test, and U.S.-China-Iran geopolitics. Covered Stratechery articles on MacBook Neo, Copilot Cowork/Anthropic, Oracle earnings, and the Robert Fishman Hollywood interview. Sharp Tech episode deep-dived on Claude and the integration question.