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Stratechery by Ben Thompson
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Latest posts
Last updated 1 day ago
Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes
1 day ago
Amazon's earnings suggest that the shift away from training towards inference and...
Intel Earnings, Intel’s Differentiation?, Whither Terafab
2 days ago
Intel's earnings were very impressive, but the chief driver was a structural...
An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents
3 days ago
Good morning As I noted yesterday, today’s Stratechery Interview is early in...
AI Hardware, Meta Display, Redefining VR and AR
4 days ago
I finally tried the Meta Ray-Ban Display, and it completely changed how...
2026.17: He Came, He Saw, He Cooked
7 days ago
(Photo by Justin Sullivan/Getty Images) Welcome back to This Week in Stratechery!...
An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
8 days ago
Listen to this post: Good morning, This week’s Stratechery Interview is with...
John Ternus and Apple’s Hardware-Defined Future, SpaceXAI and Cursor
9 days ago
The elevation of John Ternus suggests that Apple's future is about hardware...
Tim Cook’s Impeccable Timing
10 days ago
Listen to this post: Log in to listen It’s the nature of...
TSMC Earnings, New N3 Fabs, The Nvidia Ramp
11 days ago
TSMC's earnings suggest that the company's leadership is not truly bought into...
2026.16: Servers, Satellites, and Stars
14 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
15 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
16 days ago
Apple's Globalstar acquisition is being framed as Apple versus SpaceX, but I...