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Stratechery by Ben Thompson
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Latest posts
Last updated about 5 hours ago
2026.30: The Copium Wars
about 5 hours ago
(Photo by Ng Han Guan-Pool/Getty Images) Welcome back to This Week in...
OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
3 days ago
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than...
Netflix Earnings, Is Netflix Washed?, Additional Notes
4 days ago
Netflix's earnings were fine, and befitting a mature company whose most exciting...
Who’s Afraid of Chinese Models?
4 days ago
There’s a story I tell about my first day in STRT-431 at...
2026.29: Mainframes and Main Characters
7 days ago
Jean Pigozzi via Andy Hertzfeld on left, GenAI via Muse Image on...
IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
10 days ago
IBM announced preliminary results that spooked the software market generally; this is...
The OpenAI Super App, ChatGPT = Codex, Whither Chat
11 days ago
OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning...
Apple Sues OpenAI, Apple’s Real Problem
12 days ago
Apple is suing AI for stealing trade secrets; there is one guilty...
2026.28: XBOX On the Rocks
14 days ago
(Photo by Jeff Christensen/Liaison) Welcome back to This Week in Stratechery! As...
Muse Image, Grok 4.5, Alex Karp on CNBC
16 days ago
The batter for verifiable data is increasingly defining the AI race, from...
XBOX Cuts; Bundling and the Internet Solvent; Transaction, Coordination, and Sunk Costs
17 days ago
Microsoft's Xbox division is conducting big layoffs, as the company deals with...
A Script for Mark Zuckerberg
18 days ago
Listen to this post: Log in to listen The setting: Meta’s earnings...