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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 3 hours ago

John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor

about 3 hours ago

The elevation of John Ternus suggests that Apple's future is about hardware...

Tim Cook’s Impeccable Timing

1 day ago

Listen to this post: Log in to listen It’s the nature of...

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

2 days ago

TSMC's earnings suggest that the company's leadership is not truly bought into...

2026.16: Servers, Satellites, and Stars

5 days ago

(Amazon) Welcome back to This Week in Stratechery! As a reminder, each...

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

6 days ago

Listen to this post: Good morning, This week’s Stratechery Interview is with...

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

7 days ago

Apple's Globalstar acquisition is being framed as Apple versus SpaceX, but I...

OpenAI’s Memos, Frontier, Amazon and Anthropic

8 days ago

Breaking down OpenAI's internal memo about taking on Anthropic in the enterprise.

Mythos, Muse, and the Opportunity Cost of Compute

9 days ago

In January 2025, Doug O’Laughlin at Fabricated Knowledge declared that o1 and...

2026.15: Myth and Mythos

12 days ago

Anthropic CEO Dario Amodei never appeared on the TBPN podcast; now that...

An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise

13 days ago

Listen to this post: Good morning, This week’s Stratechery Interview is with...

Anthropic’s New Model, The Mythos Wolf, Glasswing and Alignment

14 days ago

Anthropic says its new model is too dangerous to release; there are...

Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance

15 days ago

Anthropic needs compute, and Google has the most: it's a natural partnership...