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Stratechery by Ben Thompson
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Latest posts
Last updated about 14 hours ago
U.S. Intel
about 14 hours ago
Now that everyone is using ChatGPT, the lazy columnist’s trick of quoting...
A Personal Update and Vacation Break
8 days ago
Good morning Today is certainly an Update, but not about tech: it’s...
2025.33: Meta and the Benefit of the Doubt
12 days ago
Welcome back to This Week in Stratechery! As a reminder, each week,...
Facebook is Dead; Long Live Meta
12 days ago
I don’t do memes frequently, but I’ve used this one twice Alas,...
ChatGPT 5, Product Trade-Offs, Personality and Model Upgrades
14 days ago
GPT-5 seems fine; the more interesting questions are about the ChatGPT product...
China AI Chips, A China Chip Control Framework, Whither HBM
15 days ago
President's Trump plan for the U.S. to get paid by Nvidia and...
2025.32: What Nokia Can Teach Us About the AI Era
19 days ago
(Stratechery) Welcome back to This Week in Stratechery! As a reminder, each...
ESPN + NFL, NFL Strategy, Additional Disney Notes
19 days ago
The NFL is taking equity in ESPN. It's a great deal for...
Paradigm Shifts and the Winner’s Curse
20 days ago
It’s fun — and often accurate — to think of tech companies...
Apple Earnings; Cook’s AI Comments; Apple’s AI Strategy, Redux
22 days ago
Apple appears committed to its original Apple Intelligence strategy.
2025.31: How to Think About Figma
26 days ago
(NYSE/Figma) Welcome back to This Week in Stratechery! As a reminder, each...
Figma S-1, The Figma OS, Figma’s AI Potential
28 days ago
Figma is well-placed to succeed in an AI world, because they are...