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Stratechery by Ben Thompson
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Latest posts
Last updated 2 days ago
2026.16: Servers, Satellites, and Stars
2 days ago
(Amazon) Welcome back to This Week in Stratechery! As a reminder, each...
An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win
3 days ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...
Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
4 days ago
Apple's Globalstar acquisition is being framed as Apple versus SpaceX, but I...
OpenAI’s Memos, Frontier, Amazon and Anthropic
5 days ago
Breaking down OpenAI's internal memo about taking on Anthropic in the enterprise.
Mythos, Muse, and the Opportunity Cost of Compute
6 days ago
In January 2025, Doug O’Laughlin at Fabricated Knowledge declared that o1 and...
2026.15: Myth and Mythos
9 days ago
Anthropic CEO Dario Amodei never appeared on the TBPN podcast; now that...
An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise
10 days ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...
Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment
11 days ago
Anthropic says its new model is too dangerous to release; there are...
Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance
12 days ago
Anthropic needs compute, and Google has the most: it's a natural partnership...
OpenAI Buys TBPN, Tech and the Token Tsunami
13 days ago
OpenAI's purchase of TBPN makes no sense, which may be par for...
2026.14: Apple, Acceleration, and AI
16 days ago
(Photo by Getty Images/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Asymco’s Horace Dediu About Apple at 50
17 days ago
An interview with Asymco's Horace Dediu about his career in tech, Apple's...