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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 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...

Google, Nvidia, and OpenAI

11 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?

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...