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Stratechery by Ben Thompson
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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...
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...