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Stratechery by Ben Thompson
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Latest posts
Last updated about 7 hours ago
An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.
about 7 hours ago
An interview with MoffettNathanson's Michael Nathanson about Netflix's acquisition of Warner Bros...
Netflix and the Hollywood End Game
1 day ago
Listen to this post: Log in to listen Warner Bros. started with...
2025.49: Conflicts, Consternation, and Code Red
4 days ago
(Generated by Gemini 3) Welcome back to This Week in Stratechery! As...
An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI
5 days ago
Good morning This week’s Stratechery Interview is with Atlassian founder and CEO...
AWS re:Invent, Agents for AWS, Nova Forge
6 days ago
AWS re:Invent sought to present AI solutions in the spirit of AWS'...
OpenAI Code Red, AWS and Google Cloud Networking
7 days ago
OpenAI is declaring code red and doubling down on ChatGPT, highlighting the...
Opus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?
14 days ago
Anthropic's Opus 4.5 appears to be a big breakthrough that slots into...
Nvidia Earnings; Power, Scarcity, and Marginal Costs; OpenAI Hand-wringing
15 days ago
Nvidia earnings are the wrong place to look for evidence of an...
2025.47: Gemini! At The Disco
18 days ago
(Generated by Gemini 3) Welcome back to This Week in Stratechery! As...
An Interview with Eric Seufert About Advertising and AI
19 days ago
An interview with Eric Seufert about the right advertising model for AI...
Gemini 3, Winners and Losers, Integration and the Enterprise
20 days ago
Gemini 3 is out, and looks to be state of the art...