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Stratechery by Ben Thompson
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Latest posts
Last updated about 17 hours ago
An Interview with YouTube CEO Neil Mohan About Building a Stage for Creators
about 17 hours ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...
The Oracle Inflection Point, Apple’s Price Increase
1 day ago
Oracle's AI commitment requires debt, which marks an inflection point in a...
Oracle Pops, From Databases to AI, Oracle and OpenAI
3 days ago
Oracle's stock sky-rocketed after reporting massive future performance obligations, mostly from OpenAI...
2025.37: Apple on the Periphery
6 days ago
(Photo by Marilyn K. Yee/New York Times Co./Getty Images) Welcome back to...
An Interview with Dan Kim About Intel, Nvidia, and the U.S. Government
7 days ago
An interview with Dan Kim about the CHIPS program, why the U.S...
iPhones 17 and the Sugar Water Trap
8 days ago
I think the new iPhones are pretty great The base iPhone 17...
SpaceX Buys Spectrum, Spectrum Specifics, SpaceX’s Big Bet
9 days ago
SpaceX just made a huge deal for spectrum, but they will still...
Atlassian Buys The Browser Company, Browser Wars, Why Atlassian
10 days ago
Atlassian bought The Browser Company, seeking to deliver an AI-enabled browser for...
2025.36: Google, Apple, and a Giant Sigh of Relief
13 days ago
(Steve Sims) Welcome back to This Week in Stratechery! As a reminder,...
An Interview with Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl
14 days ago
Listen to this post: Good morning, Today’s Stratechery Interview is with Cloudflare...
Google Remedy Decision, Reasonable Remedies, The Google Patronage Network
15 days ago
Google lost some battles but won the war in its search distribution...
Made by Google 2025, AI Trade-offs, Google and the Long-Term
16 days ago
Google's latest Pixel event re-imagined launch events; it was appropriate given that...