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Stratechery by Ben Thompson
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Latest posts
Last updated about 1 hour ago
2025.50: Netflix and a Hollywood Chill
about 1 hour ago
Welcome back to This Week in Stratechery! As a reminder, each week,...
An Interview with Ryan Jones About Flighty and Building Apps in 2025
1 day ago
An interview with Ryan Jones about Flighty, my favorite iOS app, and...
Trump Allows H200 Sales to China, The Sliding Scale, A Good Decision
2 days ago
The Trump administration has effectively unwound the Biden era chip controls by...
An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.
3 days ago
An interview with MoffettNathanson's Michael Nathanson about Netflix's acquisition of Warner Bros...
Netflix and the Hollywood End Game
4 days ago
Listen to this post: Log in to listen Warner Bros. started with...
2025.49: Conflicts, Consternation, and Code Red
7 days ago
(Generated by Gemini 3) Welcome back to This Week in Stratechery! As...
An Interview with Atlassian CEO Mike Cannon-Brookes About Atlassian and AI
8 days ago
Good morning This week’s Stratechery Interview is with Atlassian founder and CEO...
AWS re:Invent, Agents for AWS, Nova Forge
9 days ago
AWS re:Invent sought to present AI solutions in the spirit of AWS'...
OpenAI Code Red, AWS and Google Cloud Networking
10 days ago
OpenAI is declaring code red and doubling down on ChatGPT, highlighting the...
Opus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?
17 days ago
Anthropic's Opus 4.5 appears to be a big breakthrough that slots into...
Nvidia Earnings; Power, Scarcity, and Marginal Costs; OpenAI Hand-wringing
18 days ago
Nvidia earnings are the wrong place to look for evidence of an...