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Stratechery by Ben Thompson

Get the latest updates from Stratechery by Ben Thompson directly as they happen.

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Latest posts

Last updated about 2 hours ago

TSMC Earnings, The TSMC Brake, Intel Earnings

about 2 hours ago

TSMC's earnings reinforce the possibility that TSMC's willingness to invest is real...

2025.43: The Cost of Resiliency

4 days ago

(Photo by Greg Nash/UPI Credit: UPI/Alamy Live News) Welcome back to This...

Netflix Earnings, KPop Demon Hunters and Netflix Hit Production

5 days ago

Netflix's growth will depend on advertising; then, more evidence that Netflix was...

Resiliency and Scale

6 days ago

Listen to this post: Log in to listen There seems, at first...

F1 on Apple TV, Distribution as Differentiation, A Worthwhile Gamble

7 days ago

F1 is officially on Apple TV, and it's both a worthwhile gamble...

An Interview with Asana Founder Dustin Moskovitz about AI, SaaS, and Safety

8 days ago

Listen to this post: Good morning, This week’s Stratechery Interview is with...

2025.42: A Rare Earths Awakening for the West

11 days ago

Welcome back to This Week in Stratechery! This week we’re launching a...

Walmart on ChatGPT, Walmart (and Amazon) Motivations, Spotify Podcasts on Netflix

12 days ago

Walmart joins ChatGPT Instant Checkout; will Amazon be next? Then, Spotify and...

An Interview with Gracelin Baskaran About Rare Earths

13 days ago

An interview with Dr. Gracelin Baskaran about rare earths: how did the...

OpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia

14 days ago

OpenAI's deal with Broadcom makes perfect sense, because OpenAI already knows exactly...

China and Rare Earth Metals, Chips and Rare Earths, The U.S.’s Self-Inflicted Challenge

15 days ago

China is instituting controls on rare earths, which are essential for technology...

2025.41: It’s OpenAI’s World, We’re Just Living in It

18 days ago

(Stratechery) Welcome back to This Week in Stratechery! As a reminder, each...