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Stratechery by Ben Thompson
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Latest posts
Last updated about 13 hours ago
An Interview with SAP CEO Christian Klein About Enterprise AI
about 13 hours ago
Good morning Today’s Stratechery Interview is with SAP CEO Christian Klein. Klein...
Microsoft Earnings, Microsoft’s Core Capability, Amazon Earnings
2 days ago
Microsoft and Amazon are approaching AI differently, in ways that reflect their...
Meta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta
3 days ago
Meta's earnings were received positively by investors, but there were definite causes...
2025.18: Meta and Its Many AI Plans
7 days ago
Source: Meta Welcome back to This Week in Stratechery! As a reminder,...
Apple Held in Contempt, The Crux of the Case, The Takings Clause
8 days ago
The judge in the Epic case released a devastating ruling on Apple's...
An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media
9 days ago
Good morning Today’s Stratechery Interview is with Meta CEO Mark Zuckerberg, who...
Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons
9 days ago
Amazon's collision with the White House over tariffs highlights the political risk...
Intel Earnings, TSMC Earnings
11 days ago
Intel's earnings were brutal; TSMC, in stark contrast, is absolutely killing it.
Google Earnings, Search and AI, Building AI Products
12 days ago
Google's earnings were well-received, but they made me a bit nervous; Google...
2025.17: Where Will Apple Be in 2035?
15 days ago
(Photo by Justin Sullivan/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Eric Seufert About Digital Advertising During Political Uncertainty
16 days ago
An interview with Eric Seufert about the impact of the trade war...