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Stratechery by Ben Thompson
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Latest posts
Last updated about 21 hours ago
2025.31: How to Think About Figma
about 21 hours ago
(NYSE/Figma) Welcome back to This Week in Stratechery! As a reminder, each...
Figma S-1, The Figma OS, Figma’s AI Potential
3 days ago
Figma is well-placed to succeed in an AI world, because they are...
Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain
4 days ago
Tesla is making future chips with Samsung, likely cementing the Korean company...
TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI
5 days ago
TSMC and Intel's approach to backside power are downstream of their cultures...
2025.30: Rumors of Google’s Demise…
8 days ago
(Photo by Kevin Dietsch/Getty Images) Welcome back to This Week in Stratechery!...
Google Earnings, Google Flips the Switch on Cloud, Search Notes
9 days ago
Google doubles down on AI in the cloud
Netflix Earnings, Apple and F1
11 days ago
Netflix advertising will change the service; then, F1 might be headed to...
Content and Community
12 days ago
One of the oldest and most fruitful topics on Stratechery has been...
2025.29: What It Takes to Change the Web
15 days ago
(Stratechery) Welcome back to This Week in Stratechery! As a reminder, each...
Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI
17 days ago
Cloudflare is unilaterally blocking AI crawlers unless they are willing to pay
Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi
18 days ago
Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4...
Google and Windsurf, Stinky Deals, Chesterton’s Fence and the Silicon Valley Ecosystem
19 days ago
Windsurf's founders and IP are going to Google in the latest stinky...