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Stratechery by Ben Thompson

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Latest posts

Last updated 1 day ago

An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI

1 day ago

Good morning This week’s Stratechery Interview is with Snowflake CEO Sridhar Ramaswamy....

OpenAI’s New Image Model, Graphic Design and Google, More on Security

2 days ago

OpenAI's new image generation capabilities feel like another AGI domino; then, yes...

The Trump Administration Group Chat, Signal: The Coke of Secure Messaging, Transparency Versus Security

4 days ago

The Trump administration's Signal gaffe raises fascinating questions about secure messaging and...

YouTube TV, Wiz, and Why Monopolies Buy Innovation

4 days ago

Listen to this post: Log in to listen While “March Madness” refers...

An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company

9 days ago

Listen to this post: Good morning, This Stratechery interview is technically another...

Nvidia GTC and ASICs, The Power Constraint, The Pareto Frontier

10 days ago

Jensen Huang's GTC keynote was a compelling argument in favor of Nvidia's...

Intel’s New CEO, Reevaluating Gelsinger, Lip-Bu Tan and Cadence

10 days ago

Intel's new CEO casts Pat Gelsinger's tenure and firing in a new...

Metallica on Vision Pro, Non-Immersive Immersive Video, Ping and AI

11 days ago

Metallica on the Vision Pro was cool, but ultimately disappointing, and symbolic...

An Interview with Tailscale Co-Founder and CEO Avery Pennarun

16 days ago

An interview with Tailscale CEO and co-founder Avery Pennarun about Tailscale, and...

OpenAI API Updates, Steelmanning the API Business, The Problem With Both

16 days ago

OpenAI has compelling new updates to their API that should be good...

A Google I/O Idea, The Smartphone AI Value Chain, Apple’s Developer Hang-Ups

17 days ago

More on Apple and AI, this time through the lens of Google's...

Apple AI’s Platform Pivot Potential

19 days ago

Listen to this post: Log in to listen It was the best...