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Stratechery by Ben Thompson
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Latest posts
Last updated 1 day ago
An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
1 day ago
An Interview with Eric Seufert about building models for generative AI, why...
The SpaceX IPO and Data Centers in Space
2 days ago
Listen to this post: Log in to listen It’s hardly the biggest...
Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
3 days ago
Nvidia is changing its reporting to delineate between hyperscaler sales — where...
2026.21: The Data Center Veto
7 days ago
(Lexi Critchett/Bloomberg via Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web
8 days ago
An interview with Parallel founder Parag Agarwal about valuing content and incentivizing...
Google I/O, World Models, I/O Spaghetti
9 days ago
Google I/O put AI everywhere, for better and for worse. Meanwhile, is...
Data Center Discontent, Understanding the Opposition, Fixing the Problem
11 days ago
There are understandable reasons for people to oppose data centers; the only...
2026.20: Shifting Alliances in a Changing World
14 days ago
(Photo by Alex Wong/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
15 days ago
An interview with me about the implications of the compute shortage on...
The Deployment Company, Back to the 70s, Apple and Intel
16 days ago
Listen to this post: Good morning, President Trump is on the way...
SpaceX and Anthropic, xAI’s Two Companies, Elon Musk and SpaceXAI’s Future
17 days ago
The Anthropic xAI deal is shocking but not surprising: Musk should double...