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Stratechery by Ben Thompson
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Latest posts
Last updated about 1 hour ago
SpaceX Buys More Spectrum, SpaceX’s Pivot, Why Apple and SpaceX Should Partner
about 1 hour ago
SpaceX buys the spectrum it needs to be a standalone mobile carrier...
Apple Earnings, Siri White-Labels Gemini, Short-Term Gains and Long-Term Risk
1 day ago
Apple is already benefitting from AI via the App Store. Meanwhile, Siri...
2025.45: Frothiness and the Future
4 days ago
(AI-Generated Image) Welcome back to This Week in Stratechery! As a reminder,...
An Interview with Michael Morton About AI E-Commerce
5 days ago
An interview with Michael Morton about AI-driven e-commerce, and why this is...
The Benefits of Bubbles
6 days ago
It’s funny to remember that a decade ago there were enough people...
Amazon Earnings, AWS and OpenAI, Did Amazon Solve Groceries?
7 days ago
Listen to this post: Good morning, Jon at Asianometry has a new...
Google Earnings, Meta Earnings, The Cost of Reality Labs
8 days ago
Google's earnings are great, and GCP alone justifies more capex; Meta, meanwhile...
2025.44: Twitter, TV, and Taylor Sheridan
11 days ago
(Photo by David Becker/Getty Images for Paramount+) Welcome back to This Week...
An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
12 days ago
An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC...
Nvidia GTC in DC, Qualcomm’s AI Chip, OpenAI’s Restructuring
13 days ago
Nvidia makes its pitch to DC to preserve its CUDA moat, which...
TSMC Earnings, The TSMC Brake, Intel Earnings
14 days ago
TSMC's earnings reinforce the possibility that TSMC's willingness to invest is real...
2025.43: The Cost of Resiliency
18 days ago
(Photo by Greg Nash/UPI Credit: UPI/Alamy Live News) Welcome back to This...