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Stratechery by Ben Thompson

Get the latest updates from Stratechery by Ben Thompson directly as they happen.

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Latest posts

Last updated about 7 hours ago

An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.

about 7 hours ago

An interview with MoffettNathanson's Michael Nathanson about Netflix's acquisition of Warner Bros...

Netflix and the Hollywood End Game

1 day ago

Listen to this post: Log in to listen Warner Bros. started with...

2025.49: Conflicts, Consternation, and Code Red

4 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

5 days ago

Good morning This week’s Stratechery Interview is with Atlassian founder and CEO...

AWS re:Invent, Agents for AWS, Nova Forge

6 days ago

AWS re:Invent sought to present AI solutions in the spirit of AWS'...

OpenAI Code Red, AWS and Google Cloud Networking

7 days ago

OpenAI is declaring code red and doubling down on ChatGPT, highlighting the...

Google, Nvidia, and OpenAI

8 days ago

A common explanation as to why Star Wars was such a hit...

Opus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?

14 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

15 days ago

Nvidia earnings are the wrong place to look for evidence of an...

2025.47: Gemini! At The Disco

18 days ago

(Generated by Gemini 3) Welcome back to This Week in Stratechery! As...

An Interview with Eric Seufert About Advertising and AI

19 days ago

An interview with Eric Seufert about the right advertising model for AI...

Gemini 3, Winners and Losers, Integration and the Enterprise

20 days ago

Gemini 3 is out, and looks to be state of the art...