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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 4 hours ago

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment

about 4 hours 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

1 day ago

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

Tim Cook’s Impeccable Timing

2 days ago

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

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

3 days ago

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

2026.16: Servers, Satellites, and Stars

6 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

7 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

8 days ago

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

OpenAI’s Memos, Frontier, Amazon and Anthropic

9 days ago

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

Mythos, Muse, and the Opportunity Cost of Compute

10 days ago

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

2026.15: Myth and Mythos

13 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

14 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

15 days ago

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